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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$37.05
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets778.28M
FBSRX vs MVCAX Comparison Chart in %
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FBSRX vs. MVCAX commentary
Jul 27, 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 (778M). 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 : 3.38 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. FBSRX (40.50).
| 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 | 6.130 | 3.814 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 17.3B | 4% |
| Annual Yield % from dividends | 0.93 | 0.87 | 106% |
| Returns for 1 year | 3.38 | -1.70 | -199% |
| Returns for 3 years | 17.77 | 16.54 | 107% |
| Returns for 5 years | 40.50 | 54.59 | 74% |
| Returns for 10 years | -4.40 | 67.90 | -6% |
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