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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$36.26
Change-$0.41 (-1.12%)
VolumeN/A
Net Assets747.95M
FBSRX vs MVCAX Comparison Chart in %
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FBSRX vs. MVCAX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FBSRX (748M). FBSRX pays higher dividends than MVCAX: FBSRX (0.93) vs MVCAX (0.85). 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 : -7.14 vs. MVCAX (-10.09). MVCAX return over 5 years is better than : 36.60 vs. FBSRX (20.49).
| 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 | 3.867 | 3.814 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 16.8B | 4% |
| Annual Yield % from dividends | 0.93 | 0.85 | 109% |
| Returns for 1 year | -7.14 | -10.09 | 71% |
| Returns for 3 years | 11.17 | 12.47 | 90% |
| Returns for 5 years | 20.49 | 36.60 | 56% |
| Returns for 10 years | -6.15 | 72.05 | -9% |
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