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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$39.93
Change+$0.40 (+1.01%)
VolumeN/A
CapitalizationN/A
FBSRX vs MVCAX Comparison Chart
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FBSRX vs. MVCAX commentary
Nov 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 18.3B vs. FBSRX (827M). 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 : 27.92 vs. FBSRX (23.67). MVCAX return over 5 years is better than : 53.54 vs. FBSRX (14.46).
| 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 | 15.483 | 20.248 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 18.3B | 5% |
| Annual Yield % from dividends | 0.89 | 1.16 | 77% |
| Returns for 1 year | 23.67 | 27.92 | 85% |
| Returns for 3 years | -2.13 | 11.96 | -18% |
| Returns for 5 years | 14.46 | 53.54 | 27% |
| Returns for 10 years | -21.90 | 79.70 | -27% |
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