Interact to see
Advertisement
Advertisement
FBSAX vs JVMAX
FBSAX vs JVMAX Comparison
Open Charts FBSAX vs JVMAX
Franklin Mutual U.S. Mid Cap Value Adv
Price$37.07
Change-$0.51 (-1.36%)
VolumeN/A
Net Assets745.7M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
FBSAX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. JVMAX commentary
Jun 16, 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 FBSAX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. FBSAX (746M). FBSAX pays higher dividends than JVMAX: FBSAX (1.42) vs JVMAX (0.60). FBSAX was incepted earlier than JVMAX: FBSAX (24 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FBSAX (0.67). JVMAX is a more actively managed with annual turnover of: 47.00 vs. FBSAX (37.84). JVMAX has a lower initial minimum investment than FBSAX: JVMAX (1000) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : 2.77 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. FBSAX (41.35).
| FBSAX | JVMAX | FBSAX / JVMAX | |
| Total Expense Ratio | 0.65 | 1.12 | 58% |
| Annual Report Gross Expense Ratio | 0.67 | 1.13 | 59% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 1.146 | 2.360 | 49% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 21.5B | 3% |
| Annual Yield % from dividends | 1.42 | 0.60 | 238% |
| Returns for 1 year | 2.77 | -3.68 | -75% |
| Returns for 3 years | 16.74 | 15.06 | 111% |
| Returns for 5 years | 41.35 | 48.97 | 84% |
| Returns for 10 years | -11.07 | 31.57 | -35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers