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FBSRX vs MVCAX
FBSRX vs MVCAX Comparison
Open Charts FBSRX vs MVCAX
Franklin Mutual U.S. Mid Cap Value R
Price$37.08
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets782.08M
FBSRX vs MVCAX Comparison Chart in %
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FBSRX vs. MVCAX commentary
Jul 07, 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 FBSRX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FBSRX (782M). FBSRX pays higher dividends than MVCAX: FBSRX (0.93) vs MVCAX (0.87). FBSRX was incepted earlier than MVCAX: FBSRX (24 years) vs MVCAX (24 years). FBSRX (1.17) is less costly to investors than MVCAX (1.00). FBSRX is a more actively managed with annual turnover of: 37.84 vs. MVCAX (27.00). FBSRX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FBSRX annual gain was more profitable for investors over the last year : 8.97 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. FBSRX (46.79).
| FBSRX | MVCAX | FBSRX / MVCAX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 6.216 | 2.934 | 212% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 17.3B | 5% |
| Annual Yield % from dividends | 0.93 | 0.87 | 106% |
| Returns for 1 year | 8.97 | 1.09 | 822% |
| Returns for 3 years | 20.61 | 18.70 | 110% |
| Returns for 5 years | 46.79 | 60.39 | 77% |
| Returns for 10 years | -7.46 | 64.61 | -12% |
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