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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$36.29
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets800.34M
FBSRX vs MVCAX Comparison Chart
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FBSRX vs. MVCAX commentary
Jan 23, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.8B vs. FBSRX (800M). 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. FBSRX (9.03) and MVCAX (8.88) have marching annual gain over last year. MVCAX return over 5 years is better than : 33.78 vs. FBSRX (10.16).
| 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 | 3.953 | 3.683 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 17.8B | 4% |
| Annual Yield % from dividends | 0.89 | 1.16 | 77% |
| Returns for 1 year | 9.03 | 8.88 | 102% |
| Returns for 3 years | 4.48 | 7.93 | 56% |
| Returns for 5 years | 10.16 | 33.78 | 30% |
| Returns for 10 years | -9.73 | 73.15 | -13% |
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