Franklin Mutual U.S. Mid Cap Value Fund (FRBSX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FRBSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRBSX
FRBSX charges 0.91% annually. There are 59 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | FRBSX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | FRBSX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FRBSX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FRBSX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FRBSX vs VMVIX |
Best Risk-Adjusted Alternatives to FRBSX
FRBSX has a PortfoliosLab risk / return rank of 16. There are 99 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | FRBSX vs SMVTX | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | FRBSX vs VVOIX | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | FRBSX vs VVOAX | |
| Invesco V.I. American Value Fund | 87 | — | Jan 1997 | FRBSX vs UMCVX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | FRBSX vs HAMVX |
Top Performing FRBSX Alternatives (YTD)
FRBSX is at 7.34% YTD. There are 96 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco V.I. American Value Fund | 24.24% | — | Jan 1997 | FRBSX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.11% | — | Mar 2005 | FRBSX vs VVOIX | |
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | FRBSX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 21.54% | — | Nov 2001 | FRBSX vs SMVTX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | FRBSX vs FSLSX |
Lowest Volatility Alternatives to FRBSX
FRBSX has 13.22% 1-year volatility. There are 34 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | FRBSX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | FRBSX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.52% | — | Dec 2013 | FRBSX vs NMAVX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | FRBSX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.88% | — | Mar 2004 | FRBSX vs ACLAX |
Lowest Drawdown Alternatives to FRBSX
FRBSX has a 1-year max drawdown of -10.15%. There are 88 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | FRBSX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FRBSX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FRBSX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FRBSX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | FRBSX vs VMVAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.49% | — | Jan 1968 | FRBSX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | FRBSX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | FRBSX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | FRBSX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | FRBSX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | FRBSX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | FRBSX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | FRBSX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | FRBSX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | FRBSX vs SHAPX |
Often Compared With FRBSX
Investors most often compare FRBSX with COWZ, NAMAX, AMDVX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FRBSX with Any Fund or Stock
Compare FRBSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRBSX with funds that move differently
Franklin Mutual U.S. Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRBSX.
Explore FRBSX Diversifiers