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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$39.92
Change+$0.40 (+1.01%)
VolumeN/A
Net Assets788.49M
FBSAX vs MVCAX Comparison Chart in %
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FBSAX vs. MVCAX commentary
Sep 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 FBSAX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FBSAX (788M). FBSAX pays higher dividends than MVCAX: FBSAX (1.31) 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 : 2.24 vs. MVCAX (-4.10). MVCAX return over 5 years is better than : 50.50 vs. FBSAX (40.37).
| 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 | 7.831 | 4.465 | 175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 17.3B | 5% |
| Annual Yield % from dividends | 1.31 | 0.84 | 157% |
| Returns for 1 year | 2.24 | -4.10 | -55% |
| Returns for 3 years | 21.37 | 16.61 | 129% |
| Returns for 5 years | 40.37 | 50.50 | 80% |
| Returns for 10 years | 6.94 | 77.99 | 9% |
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