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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$37.25
Change+$0.52 (+1.42%)
VolumeN/A
Net Assets764.78M
FBSRX vs MVCAX Comparison Chart in %
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FBSRX vs. MVCAX commentary
Feb 04, 2026
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: 17.1B vs. FBSRX (765M). MVCAX pays higher dividends than FBSRX: MVCAX (1.20) vs FBSRX (0.77). 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: 48.72 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 : 4.96 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. FBSRX (15.09).
| 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 | 4.723 | 4.789 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 17.1B | 4% |
| Annual Yield % from dividends | 0.77 | 1.20 | 64% |
| Returns for 1 year | 4.96 | 1.90 | 262% |
| Returns for 3 years | 9.45 | 11.13 | 85% |
| Returns for 5 years | 15.09 | 23.95 | 63% |
| Returns for 10 years | 28.12 | 99.09 | 28% |
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