FBSRX
Price
$37.08
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
782.08M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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FBSRX vs MVCAX

Header iconFBSRX vs MVCAX Comparison
Open Charts FBSRX vs MVCAXBanner chart's image
Franklin Mutual U.S. Mid Cap Value R
Price$37.08
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets782.08M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
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.

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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).
FBSRXMVCAXFBSRX / MVCAX
Total Expense Ratio1.150.99116%
Annual Report Gross Expense Ratio1.171.00117%
Fund Existence24 years24 years-
Gain YTD6.2162.934212%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets782M17.3B5%
Annual Yield % from dividends0.930.87106%
Returns for 1 year8.971.09822%
Returns for 3 years20.6118.70110%
Returns for 5 years46.7960.3977%
Returns for 10 years-7.4664.61-12%
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