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FBSAX vs MVCAX
FBSAX vs MVCAX Comparison
Open Charts FBSAX vs MVCAX
Franklin Mutual U.S. Mid Cap Value Adv
Price$37.41
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets722.76M
FBSAX vs MVCAX Comparison Chart in %
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FBSAX vs. MVCAX commentary
Nov 20, 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 FBSAX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. FBSAX (723M). FBSAX pays higher dividends than MVCAX: FBSAX (1.36) vs MVCAX (0.85). FBSAX was incepted earlier than MVCAX: FBSAX (25 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FBSAX (0.67). FBSAX is a more actively managed with annual turnover of: 37.84 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than FBSAX: MVCAX (1000) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : -7.42 vs. MVCAX (-10.74). MVCAX return over 5 years is better than : 32.02 vs. FBSAX (19.14).
| FBSAX | MVCAX | FBSAX / MVCAX | |
| Total Expense Ratio | 0.65 | 0.99 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.00 | 67% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 2.101 | 1.825 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 16.4B | 4% |
| Annual Yield % from dividends | 1.36 | 0.85 | 160% |
| Returns for 1 year | -7.42 | -10.74 | 69% |
| Returns for 3 years | 10.05 | 9.71 | 103% |
| Returns for 5 years | 19.14 | 32.02 | 60% |
| Returns for 10 years | -4.43 | 66.32 | -7% |
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