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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$34.22
Change+$0.25 (+0.74%)
VolumeN/A
Net Assets731.71M
FRBSX vs MVCAX Comparison Chart
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FRBSX vs. MVCAX commentary
May 09, 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 FRBSX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. FRBSX (732M). FRBSX pays higher dividends than MVCAX: FRBSX (1.28) vs MVCAX (0.93). FRBSX was incepted earlier than MVCAX: FRBSX (35 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FRBSX (0.92). FRBSX is a more actively managed with annual turnover of: 37.84 vs. MVCAX (27.00). MVCAX (6%) and FRBSX (6%) have equivalent initial investment costs. FRBSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FRBSX annual gain was more profitable for investors over the last year : -1.47 vs. MVCAX (-8.27). MVCAX return over 5 years is better than : 56.76 vs. FRBSX (42.75).
| FRBSX | MVCAX | FRBSX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | -1.934 | -5.150 | 38% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 16.3B | 4% |
| Annual Yield % from dividends | 1.28 | 0.93 | 137% |
| Returns for 1 year | -1.47 | -8.27 | 18% |
| Returns for 3 years | 5.73 | 4.61 | 124% |
| Returns for 5 years | 42.75 | 56.76 | 75% |
| Returns for 10 years | -17.10 | 49.35 | -35% |
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