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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$35.69
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets786.18M
FRBSX vs MVCAX Comparison Chart
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FRBSX vs. MVCAX commentary
Feb 23, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. FRBSX (786M). MVCAX (1.16) and FRBSX (1.13) have matching dividends . FRBSX was incepted earlier than MVCAX: FRBSX (35 years) vs MVCAX (24 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 : 5.15 vs. MVCAX (1.20). MVCAX return over 5 years is better than : 28.23 vs. FRBSX (10.15).
| FRBSX | MVCAX | FRBSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 3.031 | 0.391 | 775% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 17.4B | 5% |
| Annual Yield % from dividends | 1.13 | 1.16 | 98% |
| Returns for 1 year | 5.15 | 1.20 | 430% |
| Returns for 3 years | 3.65 | 3.99 | 92% |
| Returns for 5 years | 10.15 | 28.23 | 36% |
| Returns for 10 years | -12.70 | 60.23 | -21% |
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