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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$36.10
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets751.7M
FBSRX vs MVCAX Comparison Chart in %
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FBSRX vs. MVCAX commentary
Dec 28, 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 Hold and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FBSRX (752M). FBSRX pays higher dividends than MVCAX: FBSRX (0.92) vs MVCAX (0.83). 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 (24.00). FBSRX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FBSRX annual gain was more profitable for investors over the last year : 2.53 vs. MVCAX (-1.74). MVCAX return over 5 years is better than : 23.93 vs. FBSRX (17.19).
| 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 | 3.409 | -0.652 | -523% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 16.8B | 4% |
| Annual Yield % from dividends | 0.92 | 0.83 | 110% |
| Returns for 1 year | 2.53 | -1.74 | -145% |
| Returns for 3 years | 14.72 | 13.98 | 105% |
| Returns for 5 years | 17.19 | 23.93 | 72% |
| Returns for 10 years | 10.07 | 72.86 | 14% |
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