Ad is loading...
FBSRX vs MVCAX
FBSRX vs MVCAX Comparison
Open Charts FBSRX vs MVCAX
Franklin Mutual U.S. Mid Cap Value R
Price$35.95
Change-$0.56 (-1.53%)
VolumeN/A
Net Assets786.18M
FBSRX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSRX vs. MVCAX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. FBSRX (786M). MVCAX pays higher dividends than FBSRX: MVCAX (1.16) vs FBSRX (0.89). FBSRX was incepted earlier than MVCAX: FBSRX (23 years) vs MVCAX (24 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 annual gain was more profitable for investors over the last year : 4.92 vs. MVCAX (1.20). MVCAX return over 5 years is better than : 28.23 vs. FBSRX (9.55).
| FBSRX | MVCAX | FBSRX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.979 | 0.391 | 762% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 17.4B | 5% |
| Annual Yield % from dividends | 0.89 | 1.16 | 77% |
| Returns for 1 year | 4.92 | 1.20 | 411% |
| Returns for 3 years | 3.21 | 3.99 | 80% |
| Returns for 5 years | 9.55 | 28.23 | 34% |
| Returns for 10 years | -13.13 | 60.23 | -22% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FISR | 25.64 | 0.09 | +0.37% |
| SPDR® SSGA Fixed Inc Sect Rotation ETF | |||
| FBT | 177.90 | -0.07 | -0.04% |
| First Trust NYSE Arca Biotech ETF | |||
| DGRO | 63.76 | -0.50 | -0.78% |
| iShares Core Dividend Growth ETF | |||
| IGTR | 25.12 | -0.45 | -1.75% |
| Innovator Gradient Tactical Rot Str ETF | |||
| ZHDG | 20.57 | -0.40 | -1.91% |
| ZEGA Buy and Hedge ETF | |||