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FBSAX vs MVCAX
FBSAX vs MVCAX Comparison
Open Charts FBSAX vs MVCAX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.24
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets773.41M
FBSAX vs MVCAX Comparison Chart in %
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FBSAX vs. MVCAX commentary
Aug 20, 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 FBSAX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. FBSAX (773M). FBSAX pays higher dividends than MVCAX: FBSAX (1.37) vs MVCAX (0.86). FBSAX was incepted earlier than MVCAX: FBSAX (24 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FBSAX (0.67). FBSAX is a more actively managed with annual turnover of: 37.84 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than FBSAX: MVCAX (1000) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : 2.17 vs. MVCAX (-3.93). MVCAX return over 5 years is better than : 51.57 vs. FBSAX (42.19).
| FBSAX | MVCAX | FBSAX / MVCAX | |
| Total Expense Ratio | 0.65 | 0.99 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.00 | 67% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 7.067 | 3.879 | 182% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 17.1B | 5% |
| Annual Yield % from dividends | 1.37 | 0.86 | 159% |
| Returns for 1 year | 2.17 | -3.93 | -55% |
| Returns for 3 years | 13.40 | 9.00 | 149% |
| Returns for 5 years | 42.19 | 51.57 | 82% |
| Returns for 10 years | 5.08 | 72.86 | 7% |
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