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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$37.87
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets789.81M
FBSRX vs MVCAX Comparison Chart in %
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FBSRX vs. MVCAX commentary
Aug 29, 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: 17.3B vs. FBSRX (790M). 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 : 2.13 vs. MVCAX (-3.51). MVCAX return over 5 years is better than : 50.80 vs. FBSRX (37.62).
| 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 | 8.937 | 5.574 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 17.3B | 5% |
| Annual Yield % from dividends | 0.93 | 0.86 | 108% |
| Returns for 1 year | 2.13 | -3.51 | -61% |
| Returns for 3 years | 18.49 | 14.98 | 123% |
| Returns for 5 years | 37.62 | 50.80 | 74% |
| Returns for 10 years | 0.60 | 75.50 | 1% |
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