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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$34.46
Change+$0.26 (+0.76%)
VolumeN/A
Net Assets731.71M
FBSRX vs MVCAX Comparison Chart
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FBSRX vs. MVCAX commentary
May 10, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. FBSRX (732M). FBSRX pays higher dividends than MVCAX: FBSRX (0.99) vs MVCAX (0.93). 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 : -1.67 vs. MVCAX (-8.27). MVCAX return over 5 years is better than : 56.76 vs. FBSRX (41.94).
| FBSRX | MVCAX | FBSRX / MVCAX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -2.034 | -5.150 | 39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 16.5B | 4% |
| Annual Yield % from dividends | 0.99 | 0.93 | 106% |
| Returns for 1 year | -1.67 | -8.27 | 20% |
| Returns for 3 years | 5.30 | 4.61 | 115% |
| Returns for 5 years | 41.94 | 56.76 | 74% |
| Returns for 10 years | -17.50 | 49.35 | -35% |
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