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FBSRX vs MVCAX
FBSRX vs MVCAX Comparison
Open Charts FBSRX vs MVCAX
Franklin Mutual U.S. Mid Cap Value R
Price$34.84
Change-$1.84 (-5.02%)
VolumeN/A
CapitalizationN/A
FBSRX vs MVCAX Comparison Chart
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FBSRX vs. MVCAX commentary
Dec 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBSRX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. FBSRX (724M). MVCAX pays higher dividends than FBSRX: MVCAX (1.16) vs FBSRX (0.89). FBSRX was incepted earlier than MVCAX: FBSRX (23 years) vs MVCAX (23 years). FBSRX is a more actively managed with annual turnover of: 64.21 vs. MVCAX (19.00). FBSRX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 4.62 vs. FBSRX (3.59). MVCAX return over 5 years is better than : 29.00 vs. FBSRX (4.95).
| FBSRX | MVCAX | FBSRX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.775 | 3.777 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 17.1B | 4% |
| Annual Yield % from dividends | 0.89 | 1.16 | 77% |
| Returns for 1 year | 3.59 | 4.62 | 78% |
| Returns for 3 years | 1.77 | 3.21 | 55% |
| Returns for 5 years | 4.95 | 29.00 | 17% |
| Returns for 10 years | -17.16 | 63.28 | -27% |
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