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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$30.26
Change+$0.37 (+1.24%)
VolumeN/A
Net Assets685.37M
FCBSX vs MVCAX Comparison Chart
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FCBSX vs. MVCAX commentary
Apr 12, 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: 15.2B vs. FCBSX (685M). MVCAX pays higher dividends than FCBSX: MVCAX (0.90) 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: 64.21 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 : -9.36 vs. MVCAX (-12.97). MVCAX return over 5 years is better than : 49.10 vs. FCBSX (27.84).
| 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 | -8.844 | -11.473 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 15.2B | 5% |
| Annual Yield % from dividends | 0.46 | 0.90 | 52% |
| Returns for 1 year | -9.36 | -12.97 | 72% |
| Returns for 3 years | -9.48 | -8.09 | 117% |
| Returns for 5 years | 27.84 | 49.10 | 57% |
| Returns for 10 years | -26.70 | 39.26 | -68% |
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