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FBSIX vs MVCAX
FBSIX vs MVCAX Comparison
Open Charts FBSIX vs MVCAX
Franklin Mutual U.S. Mid Cap Value R6
Price$38.87
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets782.08M
FBSIX vs MVCAX Comparison Chart in %
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FBSIX vs. MVCAX commentary
Jul 06, 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 FBSIX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FBSIX (782M). FBSIX pays higher dividends than MVCAX: FBSIX (1.45) vs MVCAX (0.87). FBSIX was incepted earlier than MVCAX: FBSIX (12 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FBSIX (0.59). FBSIX is a more actively managed with annual turnover of: 37.84 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than FBSIX: MVCAX (1000) vs FBSIX (1000000). FBSIX annual gain was more profitable for investors over the last year : 9.84 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. FBSIX (50.91).
| FBSIX | MVCAX | FBSIX / MVCAX | |
| Total Expense Ratio | 0.56 | 0.99 | 57% |
| Annual Report Gross Expense Ratio | 0.59 | 1.00 | 59% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 6.522 | 2.934 | 222% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 17.3B | 5% |
| Annual Yield % from dividends | 1.45 | 0.87 | 166% |
| Returns for 1 year | 9.84 | 1.09 | 901% |
| Returns for 3 years | 22.59 | 18.70 | 121% |
| Returns for 5 years | 50.91 | 60.39 | 84% |
| Returns for 10 years | -3.15 | 64.61 | -5% |
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