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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$31.87
Change-$1.13 (-3.42%)
VolumeN/A
Net Assets710.07M
FBSRX vs MVCAX Comparison Chart
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FBSRX vs. MVCAX commentary
Apr 11, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. FBSRX (710M). FBSRX pays higher dividends than MVCAX: FBSRX (0.96) vs MVCAX (0.90). FBSRX was incepted earlier than MVCAX: FBSRX (23 years) vs MVCAX (24 years). FBSRX (1.17) is less costly to investors than MVCAX (1.00). FBSRX is a more actively managed with annual turnover of: 64.21 vs. MVCAX (27.00). FBSRX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FBSRX annual gain was more profitable for investors over the last year : -5.76 vs. MVCAX (-9.81). MVCAX return over 5 years is better than : 54.86 vs. FBSRX (36.25).
| FBSRX | MVCAX | FBSRX / MVCAX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -5.471 | -8.051 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 15.8B | 4% |
| Annual Yield % from dividends | 0.96 | 0.90 | 107% |
| Returns for 1 year | -5.76 | -9.81 | 59% |
| Returns for 3 years | -5.18 | -4.69 | 110% |
| Returns for 5 years | 36.25 | 54.86 | 66% |
| Returns for 10 years | -19.66 | 44.71 | -44% |
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