Interact to see
Advertisement
Advertisement
FRBSX vs MVCAX
FRBSX vs MVCAX Comparison
Open Charts FRBSX vs MVCAX
Franklin Mutual U.S. Mid Cap Value A
Price$36.85
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets765.04M
FRBSX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBSX vs. MVCAX commentary
Oct 09, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. FRBSX (765M). FRBSX pays higher dividends than MVCAX: FRBSX (1.17) vs MVCAX (0.84). FRBSX was incepted earlier than MVCAX: FRBSX (36 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 : -0.39 vs. MVCAX (-5.28). MVCAX return over 5 years is better than : 46.13 vs. FRBSX (33.24).
| FRBSX | MVCAX | FRBSX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 36 years | 24 years | - |
| Gain YTD | 6.293 | 5.052 | 125% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 17.1B | 4% |
| Annual Yield % from dividends | 1.17 | 0.84 | 139% |
| Returns for 1 year | -0.39 | -5.28 | 7% |
| Returns for 3 years | 25.88 | 24.30 | 106% |
| Returns for 5 years | 33.24 | 46.13 | 72% |
| Returns for 10 years | -2.78 | 73.84 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPPP | 15.09 | 0.98 | +6.95% |
| Sprott Physical Platinum and Palladium Trust | |||
| JTEK | 94.97 | 2.17 | +2.34% |
| JPMorgan U.S. Tech Leaders ETF | |||
| QDTY | 45.78 | 0.27 | +0.59% |
| YieldMax Nasdaq 100 0DTE Cove CllStgyETF | |||
| DBJP | 89.34 | 0.28 | +0.31% |
| Xtrackers MSCI Japan Hedged Equity ETF | |||
| SCLZ | 54.62 | N/A | N/A |
| Swan Enhanced Dividend Income ETF | |||