FRBSX
Price
$35.88
Change
+$0.35 (+0.99%)
Updated
Jun 26 closing price
Net Assets
755.12M
MVCAX
Price
$30.73
Change
+$0.30 (+0.99%)
Updated
Jun 26 closing price
Net Assets
16.74B
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FRBSX vs MVCAX

Header iconFRBSX vs MVCAX Comparison
Open Charts FRBSX vs MVCAXBanner chart's image
Franklin Mutual U.S. Mid Cap Value A
Price$35.88
Change+$0.35 (+0.99%)
VolumeN/A
Net Assets755.12M
MFS Mid Cap Value A
Price$30.73
Change+$0.30 (+0.99%)
VolumeN/A
Net Assets16.74B
FRBSX vs MVCAX Comparison Chart in %
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FRBSX vs. MVCAX commentary
Jun 27, 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 FRBSX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. FRBSX (755M). FRBSX pays higher dividends than MVCAX: FRBSX (1.24) vs MVCAX (0.89). FRBSX was incepted earlier than MVCAX: FRBSX (35 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FRBSX (0.92). FRBSX is a more actively managed with annual turnover of: 37.84 vs. MVCAX (27.00). MVCAX (6%) and FRBSX (6%) have equivalent initial investment costs. FRBSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FRBSX annual gain was more profitable for investors over the last year : 4.59 vs. MVCAX (-2.62). MVCAX return over 5 years is better than : 59.63 vs. FRBSX (45.99).
FRBSXMVCAXFRBSX / MVCAX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio0.921.0092%
Fund Existence35 years24 years-
Gain YTD2.569-0.815-315%
Front Load6%6%96%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets755M16.7B5%
Annual Yield % from dividends1.240.89139%
Returns for 1 year4.59-2.62-175%
Returns for 3 years15.5712.76122%
Returns for 5 years45.9959.6377%
Returns for 10 years-11.2258.69-19%
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