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FRBSX vs MVCAX
FRBSX vs MVCAX Comparison
Open Charts FRBSX vs MVCAX
Franklin Mutual U.S. Mid Cap Value A
Price$36.62
Change-$1.07 (-2.84%)
VolumeN/A
CapitalizationN/A
FRBSX vs MVCAX Comparison Chart
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FRBSX vs. MVCAX commentary
Dec 19, 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 FRBSX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. FRBSX (790M). MVCAX (1.16) and FRBSX (1.13) have matching dividends . FRBSX was incepted earlier than MVCAX: FRBSX (35 years) vs MVCAX (23 years). FRBSX is a more actively managed with annual turnover of: 64.21 vs. MVCAX (19.00). FRBSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FRBSX annual gain was more profitable for investors over the last year : 11.19 vs. MVCAX (7.20). MVCAX return over 5 years is better than : 32.46 vs. FRBSX (13.96).
| FRBSX | MVCAX | FRBSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | 10.886 | 5.872 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 17.5B | 5% |
| Annual Yield % from dividends | 1.13 | 1.16 | 98% |
| Returns for 1 year | 11.19 | 7.20 | 155% |
| Returns for 3 years | 10.51 | 5.74 | 183% |
| Returns for 5 years | 13.96 | 32.46 | 43% |
| Returns for 10 years | -9.78 | 68.25 | -14% |
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