FBSAX
Price
$39.24
Change
+$0.25 (+0.64%)
Updated
Aug 19 closing price
Net Assets
773.41M
JVMIX
Price
$29.52
Change
+$0.19 (+0.65%)
Updated
Aug 19 closing price
Net Assets
23.55B
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FBSAX vs JVMIX

Header iconFBSAX vs JVMIX Comparison
Open Charts FBSAX vs JVMIXBanner chart's image
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.24
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets773.41M
JHancock Disciplined Value Mid Cap I
Price$29.52
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.55B
FBSAX vs JVMIX Comparison Chart in %
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FBSAX vs. JVMIX commentary
Aug 20, 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 JVMIX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. FBSAX (773M). FBSAX pays higher dividends than JVMIX: FBSAX (1.37) vs JVMIX (0.76). FBSAX was incepted earlier than JVMIX: FBSAX (24 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FBSAX (0.67). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FBSAX (37.84). 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 : 2.17 vs. JVMIX (0.25). JVMIX return over 5 years is better than : 54.10 vs. FBSAX (42.19).
FBSAXJVMIXFBSAX / JVMIX
Total Expense Ratio0.650.8775%
Annual Report Gross Expense Ratio0.670.8876%
Fund Existence24 years28 years-
Gain YTD7.0679.53674%
Front LoadN/AN/A-
Min. Initial Investment10000025000040%
Min. Initial Investment IRAN/AN/A-
Net Assets773M23.5B3%
Annual Yield % from dividends1.370.76180%
Returns for 1 year2.170.25872%
Returns for 3 years13.4014.2694%
Returns for 5 years42.1954.1078%
Returns for 10 years5.0854.289%
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