Interact to see
Advertisement
Advertisement
FBSAX vs MVCAX
FBSAX vs MVCAX Comparison
Open Charts FBSAX vs MVCAX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.03
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets763.28M
FBSAX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. MVCAX commentary
Jan 16, 2026
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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. FBSAX (763M). MVCAX (1.24) and FBSAX (1.21) have matching dividends . FBSAX was incepted earlier than MVCAX: FBSAX (25 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 (24.00). 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 : 7.02 vs. MVCAX (2.50). MVCAX return over 5 years is better than : 22.73 vs. FBSAX (18.56).
| FBSAX | MVCAX | FBSAX / MVCAX | |
| Total Expense Ratio | 0.65 | 0.99 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.00 | 67% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 4.219 | 3.991 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 17.1B | 4% |
| Annual Yield % from dividends | 1.21 | 1.24 | 98% |
| Returns for 1 year | 7.02 | 2.50 | 281% |
| Returns for 3 years | 14.08 | 12.55 | 112% |
| Returns for 5 years | 18.56 | 22.73 | 82% |
| Returns for 10 years | 35.37 | 100.02 | 35% |
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 % |
| TPSC | 43.55 | 0.27 | +0.63% |
| Timothy Plan US Small Cap Core ETF | |||
| LTTI | 19.24 | 0.09 | +0.49% |
| FT Vest 20+ Year Treasury & Target Income ETF | |||
| ELFY | 37.03 | 0.14 | +0.39% |
| ALPS Electrification Infrastructure ETF | |||
| EVLN | 49.56 | -0.02 | -0.04% |
| Eaton Vance Floating-Rate ETF | |||
| TRND | 34.42 | -0.07 | -0.21% |
| Pacer Trendpilot Fund of Funds ETF | |||