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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$33.12
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets745.44M
FCBSX vs MVCAX Comparison Chart
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FCBSX vs. MVCAX commentary
Jun 07, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. FCBSX (745M). MVCAX pays higher dividends than FCBSX: MVCAX (0.89) vs FCBSX (0.46). FCBSX was incepted earlier than MVCAX: FCBSX (24 years) vs MVCAX (24 years). FCBSX (1.67) is less costly to investors than MVCAX (1.00). FCBSX is a more actively managed with annual turnover of: 37.84 vs. MVCAX (27.00). FCBSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FCBSX annual gain was more profitable for investors over the last year : -0.11 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 40.08 vs. FCBSX (23.14).
| FCBSX | MVCAX | FCBSX / MVCAX | |
| Total Expense Ratio | 1.65 | 0.99 | 167% |
| Annual Report Gross Expense Ratio | 1.67 | 1.00 | 167% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 0.305 | -2.151 | -14% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 745M | 16.7B | 4% |
| Annual Yield % from dividends | 0.46 | 0.89 | 52% |
| Returns for 1 year | -0.11 | -5.05 | 2% |
| Returns for 3 years | 0.69 | 0.85 | 81% |
| Returns for 5 years | 23.14 | 40.08 | 58% |
| Returns for 10 years | -18.72 | 55.19 | -34% |
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