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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$36.11
Change+$0.35 (+0.98%)
VolumeN/A
Net Assets755.12M
FBSRX vs MVCAX Comparison Chart in %
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FBSRX vs. MVCAX commentary
Jun 28, 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: 16.7B vs. FBSRX (755M). FBSRX pays higher dividends than MVCAX: FBSRX (0.96) vs MVCAX (0.89). 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 : 4.36 vs. MVCAX (-2.62). MVCAX return over 5 years is better than : 59.63 vs. FBSRX (45.19).
| 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 | 2.435 | -0.815 | -299% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 16.7B | 5% |
| Annual Yield % from dividends | 0.96 | 0.89 | 108% |
| Returns for 1 year | 4.36 | -2.62 | -166% |
| Returns for 3 years | 15.07 | 12.76 | 118% |
| Returns for 5 years | 45.19 | 59.63 | 76% |
| Returns for 10 years | -11.64 | 58.69 | -20% |
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