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FCBSX vs MVCAX
FCBSX vs MVCAX Comparison
Open Charts FCBSX vs MVCAX
Franklin Mutual U.S. Mid Cap Value C
Price$35.25
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets783.24M
FCBSX vs MVCAX Comparison Chart in %
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FCBSX vs. MVCAX commentary
Sep 09, 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 FCBSX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FCBSX (783M). MVCAX pays higher dividends than FCBSX: MVCAX (0.84) vs FCBSX (0.43). FCBSX was incepted earlier than MVCAX: FCBSX (25 years) vs MVCAX (24 years). FCBSX (1.67) is less costly to investors than MVCAX (1.00). FCBSX is a more actively managed with annual turnover of: 37.84 vs. MVCAX (27.00). FCBSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FCBSX annual gain was more profitable for investors over the last year : 1.59 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. FCBSX (33.82).
| FCBSX | MVCAX | FCBSX / MVCAX | |
| Total Expense Ratio | 1.65 | 0.99 | 167% |
| Annual Report Gross Expense Ratio | 1.67 | 1.00 | 167% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 7.838 | 5.508 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 17.3B | 5% |
| Annual Yield % from dividends | 0.43 | 0.84 | 52% |
| Returns for 1 year | 1.59 | -2.57 | -62% |
| Returns for 3 years | 19.42 | 18.36 | 106% |
| Returns for 5 years | 33.82 | 52.00 | 65% |
| Returns for 10 years | -3.98 | 75.57 | -5% |
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