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FRBSX vs MVCAX
FRBSX vs MVCAX Comparison
Open Charts FRBSX vs MVCAX
Franklin Mutual U.S. Mid Cap Value A
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets782.08M
FRBSX vs MVCAX Comparison Chart in %
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FRBSX vs. MVCAX commentary
Jul 06, 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 FRBSX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FRBSX (782M). FRBSX pays higher dividends than MVCAX: FRBSX (1.19) vs MVCAX (0.87). FRBSX was incepted earlier than MVCAX: FRBSX (35 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FRBSX (0.92). FRBSX is a more actively managed with annual turnover of: 37.84 vs. MVCAX (27.00). MVCAX (6%) and FRBSX (6%) have equivalent initial investment costs. FRBSX (1000) and MVCAX (1000) have matching initial minimum investment requirements. FRBSX annual gain was more profitable for investors over the last year : 9.17 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. FRBSX (47.58).
| FRBSX | MVCAX | FRBSX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 6.351 | 2.934 | 217% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 17.3B | 5% |
| Annual Yield % from dividends | 1.19 | 0.87 | 137% |
| Returns for 1 year | 9.17 | 1.09 | 840% |
| Returns for 3 years | 21.10 | 18.70 | 113% |
| Returns for 5 years | 47.58 | 60.39 | 79% |
| Returns for 10 years | -7.02 | 64.61 | -11% |
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