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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$36.80
Change+$0.35 (+0.96%)
VolumeN/A
Net Assets755.44M
FRBSX vs MVCAX Comparison Chart in %
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FRBSX vs. MVCAX commentary
Oct 21, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FRBSX (755M). FRBSX pays higher dividends than MVCAX: FRBSX (1.17) vs MVCAX (0.84). FRBSX was incepted earlier than MVCAX: FRBSX (36 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 : -3.81 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. FRBSX (31.99).
| FRBSX | MVCAX | FRBSX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 36 years | 24 years | - |
| Gain YTD | 5.225 | 3.585 | 146% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 16.9B | 4% |
| Annual Yield % from dividends | 1.17 | 0.84 | 139% |
| Returns for 1 year | -3.81 | -9.14 | 42% |
| Returns for 3 years | 21.06 | 20.07 | 105% |
| Returns for 5 years | 31.99 | 44.40 | 72% |
| Returns for 10 years | -3.73 | 70.98 | -5% |
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