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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$38.67
Change-$0.13 (-0.34%)
VolumeN/A
CapitalizationN/A
FRBSX vs MVCAX Comparison Chart
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FRBSX vs. MVCAX commentary
Nov 18, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. FRBSX (813M). 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. MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. FRBSX (23.16). MVCAX return over 5 years is better than : 49.25 vs. FRBSX (12.47).
| 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 | 13.769 | 17.801 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 17.9B | 5% |
| Annual Yield % from dividends | 1.13 | 1.16 | 98% |
| Returns for 1 year | 23.16 | 26.84 | 86% |
| Returns for 3 years | -4.53 | 8.55 | -53% |
| Returns for 5 years | 12.47 | 49.25 | 25% |
| Returns for 10 years | -21.92 | 78.64 | -28% |
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