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FCBSX vs MVCAX
FCBSX vs MVCAX Comparison
Open Charts FCBSX vs MVCAX
Franklin Mutual U.S. Mid Cap Value C
Price$33.77
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets790.13M
FCBSX vs MVCAX Comparison Chart
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FCBSX vs. MVCAX commentary
Jan 19, 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 FCBSX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. FCBSX (790M). MVCAX pays higher dividends than FCBSX: MVCAX (1.16) vs FCBSX (0.35). FCBSX was incepted earlier than MVCAX: FCBSX (24 years) vs MVCAX (23 years). FCBSX is a more actively managed with annual turnover of: 64.21 vs. MVCAX (19.00). FCBSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 9.50 vs. FCBSX (8.54). MVCAX return over 5 years is better than : 30.79 vs. FCBSX (3.97).
| FCBSX | MVCAX | FCBSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.989 | 2.966 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 17.6B | 4% |
| Annual Yield % from dividends | 0.35 | 1.16 | 30% |
| Returns for 1 year | 8.54 | 9.50 | 90% |
| Returns for 3 years | -1.69 | 2.65 | -64% |
| Returns for 5 years | 3.97 | 30.79 | 13% |
| Returns for 10 years | -14.24 | 74.34 | -19% |
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