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FBSRX vs MVCAX
FBSRX vs MVCAX Comparison
Open Charts FBSRX vs MVCAX
Franklin Mutual U.S. Mid Cap Value R
Price$37.03
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets770.78M
FBSRX vs MVCAX Comparison Chart in %
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FBSRX vs. MVCAX commentary
Oct 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. FBSRX (771M). FBSRX pays higher dividends than MVCAX: FBSRX (0.91) vs MVCAX (0.84). 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 : -0.07 vs. MVCAX (-4.78). MVCAX return over 5 years is better than : 47.20 vs. FBSRX (33.07).
| 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 | 6.818 | 5.639 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 17.2B | 4% |
| Annual Yield % from dividends | 0.91 | 0.84 | 108% |
| Returns for 1 year | -0.07 | -4.78 | 1% |
| Returns for 3 years | 26.21 | 24.99 | 105% |
| Returns for 5 years | 33.07 | 47.20 | 70% |
| Returns for 10 years | -2.57 | 74.81 | -3% |
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