FBSRX
Price
$37.05
Change
+$0.09 (+0.24%)
Updated
Jul 25 closing price
Net Assets
778.28M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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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$37.05
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets778.28M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
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.

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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).
FBSRXMVCAXFBSRX / MVCAX
Total Expense Ratio1.150.99116%
Annual Report Gross Expense Ratio1.171.00117%
Fund Existence24 years24 years-
Gain YTD6.1303.814161%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets778M17.3B4%
Annual Yield % from dividends0.930.87106%
Returns for 1 year3.38-1.70-199%
Returns for 3 years17.7716.54107%
Returns for 5 years40.5054.5974%
Returns for 10 years-4.4067.90-6%
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