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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$39.88
Change+$0.65 (+1.66%)
VolumeN/A
Net Assets776.74M
FBSAX vs MVCAX Comparison Chart in %
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FBSAX vs. MVCAX commentary
Feb 05, 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: 17.3B vs. FBSAX (777M). MVCAX (1.20) and FBSAX (1.17) 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: 48.72 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 : 5.68 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. FBSAX (18.76).
| 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 | 4.753 | 4.789 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 17.3B | 4% |
| Annual Yield % from dividends | 1.17 | 1.20 | 97% |
| Returns for 1 year | 5.68 | 1.90 | 299% |
| Returns for 3 years | 11.63 | 11.13 | 104% |
| Returns for 5 years | 18.76 | 23.95 | 78% |
| Returns for 10 years | 34.50 | 99.09 | 35% |
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