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FBSAX vs JVMCX
FBSAX vs JVMCX Comparison
Open Charts FBSAX vs JVMCX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.10
Change+$0.39 (+1.01%)
VolumeN/A
Net Assets768.61M
JHancock Disciplined Value Mid Cap C
Price$28.06
Change+$0.28 (+1.01%)
VolumeN/A
Net Assets24.25B
FBSAX vs JVMCX Comparison Chart in %
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FBSAX vs. JVMCX commentary
Sep 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 FBSAX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. FBSAX (769M). FBSAX pays higher dividends than JVMCX: FBSAX (1.31) vs JVMCX (0.00). FBSAX was incepted earlier than JVMCX: FBSAX (25 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FBSAX (0.67). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FBSAX (37.84). JVMCX has a lower initial minimum investment than FBSAX: JVMCX (1000) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : -0.72 vs. JVMCX (-2.54). JVMCX return over 5 years is better than : 54.71 vs. FBSAX (45.26).
| FBSAX | JVMCX | FBSAX / JVMCX | |
| Total Expense Ratio | 0.65 | 1.85 | 35% |
| Annual Report Gross Expense Ratio | 0.67 | 1.86 | 36% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 6.685 | 10.909 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 24.2B | 3% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | -0.72 | -2.54 | 28% |
| Returns for 3 years | 31.89 | 30.96 | 103% |
| Returns for 5 years | 45.26 | 54.71 | 83% |
| Returns for 10 years | 9.29 | 50.96 | 18% |
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