FBSAX
Price
$39.01
Change
+$0.09 (+0.23%)
Updated
Jul 25 closing price
Net Assets
778.28M
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$39.01
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets778.28M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FBSAX vs JVMIX Comparison Chart in %
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FBSAX vs. JVMIX commentary
Jul 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 Buy and JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FBSAX (778M). FBSAX pays higher dividends than JVMIX: FBSAX (1.36) vs JVMIX (0.78). 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 : 4.16 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. FBSAX (44.26).
FBSAXJVMIXFBSAX / JVMIX
Total Expense Ratio0.650.8775%
Annual Report Gross Expense Ratio0.670.8876%
Fund Existence24 years28 years-
Gain YTD6.4399.31469%
Front LoadN/AN/A-
Min. Initial Investment10000025000040%
Min. Initial Investment IRAN/AN/A-
Net Assets778M23.1B3%
Annual Yield % from dividends1.360.78175%
Returns for 1 year4.161.20346%
Returns for 3 years19.5521.4791%
Returns for 5 years44.2658.0776%
Returns for 10 years0.0450.280%
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