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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$35.70
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets790.13M
FRBSX vs MVCAX Comparison Chart
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FRBSX vs. MVCAX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B 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 (9.75) and MVCAX (9.50) have marching annual gain over last year. MVCAX return over 5 years is better than : 30.79 vs. FRBSX (7.59).
| 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 | 3.060 | 2.966 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 17.6B | 4% |
| Annual Yield % from dividends | 1.13 | 1.16 | 98% |
| Returns for 1 year | 9.75 | 9.50 | 103% |
| Returns for 3 years | 0.27 | 2.65 | 10% |
| Returns for 5 years | 7.59 | 30.79 | 25% |
| Returns for 10 years | -9.09 | 74.34 | -12% |
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