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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$38.64
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets751M
FBSAX vs MVCAX Comparison Chart in %
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FBSAX vs. MVCAX commentary
Oct 18, 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: 16.8B vs. FBSAX (751M). FBSAX pays higher dividends than MVCAX: FBSAX (1.33) vs MVCAX (0.84). 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 : -3.87 vs. MVCAX (-9.57). MVCAX return over 5 years is better than : 43.72 vs. FBSAX (33.88).
| 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 | 4.775 | 3.096 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 751M | 16.8B | 4% |
| Annual Yield % from dividends | 1.33 | 0.84 | 159% |
| Returns for 1 year | -3.87 | -9.57 | 40% |
| Returns for 3 years | 21.63 | 19.51 | 111% |
| Returns for 5 years | 33.88 | 43.72 | 77% |
| Returns for 10 years | -0.37 | 70.17 | -1% |
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