FBSRX
Price
$35.09
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
745.43M
MVCAX
Price
$30.02
Change
-$0.07 (-0.23%)
Updated
Jun 5 closing price
Net Assets
16.66B
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FBSRX vs MVCAX

Header iconFBSRX vs MVCAX Comparison
Open Charts FBSRX vs MVCAXBanner chart's image
Franklin Mutual U.S. Mid Cap Value R
Price$35.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets745.43M
MFS Mid Cap Value A
Price$30.02
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets16.66B
FBSRX vs MVCAX Comparison Chart
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FBSRX vs. MVCAX commentary
Jun 07, 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 Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. FBSRX (745M). FBSRX pays higher dividends than MVCAX: FBSRX (0.96) vs MVCAX (0.89). FBSRX was incepted earlier than MVCAX: FBSRX (23 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 : 0.35 vs. MVCAX (-5.21). MVCAX return over 5 years is better than : 40.41 vs. FBSRX (26.71).
FBSRXMVCAXFBSRX / MVCAX
Total Expense Ratio1.150.99116%
Annual Report Gross Expense Ratio1.171.00117%
Fund Existence23 years24 years-
Gain YTD0.516-1.923-27%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets745M16.7B4%
Annual Yield % from dividends0.960.89108%
Returns for 1 year0.35-5.21-7%
Returns for 3 years3.092.03152%
Returns for 5 years26.7140.4166%
Returns for 10 years-14.4055.63-26%
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