Interact to see
Advertisement
Advertisement
FBSRX vs MVCAX
FBSRX vs MVCAX Comparison
Open Charts FBSRX vs MVCAX
Franklin Mutual U.S. Mid Cap Value R
Price$36.19
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets757.85M
FBSRX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSRX vs. MVCAX commentary
Aug 08, 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 FBSRX is a StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FBSRX (758M). FBSRX pays higher dividends than MVCAX: FBSRX (0.93) vs MVCAX (0.86). FBSRX was incepted earlier than MVCAX: FBSRX (24 years) vs MVCAX (24 years). FBSRX (1.17) is less costly to investors than MVCAX (1.00). FBSRX is a more actively managed with annual turnover of: 37.84 vs. MVCAX (27.00). FBSRX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FBSRX annual gain was more profitable for investors over the last year : 3.58 vs. MVCAX (-0.91). MVCAX return over 5 years is better than : 46.66 vs. FBSRX (33.67).
| FBSRX | MVCAX | FBSRX / MVCAX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 3.609 | 1.662 | 217% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 16.9B | 4% |
| Annual Yield % from dividends | 0.93 | 0.86 | 108% |
| Returns for 1 year | 3.58 | -0.91 | -393% |
| Returns for 3 years | 11.20 | 10.30 | 109% |
| Returns for 5 years | 33.67 | 46.66 | 72% |
| Returns for 10 years | -7.56 | 60.93 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement