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$38.24
Change-$0.42 (-1.09%)
VolumeN/A
Net Assets747.95M
FBSAX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. MVCAX commentary
Nov 14, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FBSAX (748M). FBSAX pays higher dividends than MVCAX: FBSAX (1.36) vs MVCAX (0.85). 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 (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 : -6.42 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 38.31 vs. FBSAX (23.68).
| 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 | 4.338 | 5.117 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 16.8B | 4% |
| Annual Yield % from dividends | 1.36 | 0.85 | 160% |
| Returns for 1 year | -6.42 | -9.14 | 70% |
| Returns for 3 years | 12.88 | 12.45 | 103% |
| Returns for 5 years | 23.68 | 38.31 | 62% |
| Returns for 10 years | -1.79 | 76.71 | -2% |
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 % |
| EUDV | 52.51 | 0.14 | +0.26% |
| ProShares MSCI Europe Dividend Gr ETF | |||
| PFL | 8.48 | 0.02 | +0.24% |
| PIMCO Income Strategy Fund | |||
| GPIQ | 53.26 | -0.04 | -0.08% |
| Goldman Sachs Nasdaq-100 Premium Inc ETF | |||
| TSEL | 29.12 | -0.14 | -0.48% |
| Touchstone Sands Capital US Sel Gr ETF | |||
| BNO | 28.67 | -1.08 | -3.63% |
| United States Brent Oil | |||