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FBSAX vs JVMIX
FBSAX vs JVMIX Comparison
Open Charts FBSAX vs JVMIX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.88
Change+$0.65 (+1.66%)
VolumeN/A
Net Assets776.74M
JHancock Disciplined Value Mid Cap I
Price$29.25
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets25.02B
FBSAX vs JVMIX Comparison Chart in %
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FBSAX vs. JVMIX commentary
Feb 05, 2026
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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 25B vs. FBSAX (777M). FBSAX pays higher dividends than JVMIX: FBSAX (1.17) vs JVMIX (0.72). FBSAX was incepted earlier than JVMIX: FBSAX (25 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FBSAX (0.67). JVMIX (49.00) and FBSAX (48.72) have comparable annual turnover. FBSAX has a lower initial minimum investment than JVMIX: FBSAX (100000) vs JVMIX (250000). FBSAX annual gain was more profitable for investors over the last year : 5.68 vs. JVMIX (4.96). JVMIX return over 5 years is better than : 23.04 vs. FBSAX (18.76).
| FBSAX | JVMIX | FBSAX / JVMIX | |
| Total Expense Ratio | 0.65 | 0.85 | 76% |
| Annual Report Gross Expense Ratio | 0.67 | 0.86 | 78% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 4.753 | 5.206 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 25B | 3% |
| Annual Yield % from dividends | 1.17 | 0.72 | 162% |
| Returns for 1 year | 5.68 | 4.96 | 115% |
| Returns for 3 years | 11.63 | 11.72 | 99% |
| Returns for 5 years | 18.76 | 23.04 | 81% |
| Returns for 10 years | 34.50 | 78.79 | 44% |
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