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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$35.81
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets751.7M
FRBSX vs MVCAX Comparison Chart in %
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FRBSX vs. MVCAX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. FRBSX (752M). FRBSX pays higher dividends than MVCAX: FRBSX (1.18) vs MVCAX (0.83). 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 (24.00). 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 : 2.49 vs. MVCAX (-1.74). MVCAX return over 5 years is better than : 23.93 vs. FRBSX (17.86).
| 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 | 3.378 | -0.652 | -518% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 16.8B | 4% |
| Annual Yield % from dividends | 1.18 | 0.83 | 142% |
| Returns for 1 year | 2.49 | -1.74 | -143% |
| Returns for 3 years | 15.20 | 13.98 | 109% |
| Returns for 5 years | 17.86 | 23.93 | 75% |
| Returns for 10 years | 10.66 | 72.86 | 15% |
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