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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$38.87
Change+$0.46 (+1.20%)
VolumeN/A
Net Assets746.48M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
FBSAX vs JVMIX Comparison Chart in %
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FBSAX vs. JVMIX commentary
Dec 04, 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.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. FBSAX (746M). FBSAX pays higher dividends than JVMIX: FBSAX (1.35) vs JVMIX (0.74). 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 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). JVMIX annual gain was more profitable for investors over the last year : -5.91 vs. FBSAX (-7.73). JVMIX return over 5 years is better than : 33.54 vs. FBSAX (18.73).
| 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 | 4.857 | 12.022 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 24.5B | 3% |
| Annual Yield % from dividends | 1.35 | 0.74 | 183% |
| Returns for 1 year | -7.73 | -5.91 | 131% |
| Returns for 3 years | 9.18 | 14.46 | 63% |
| Returns for 5 years | 18.73 | 33.54 | 56% |
| Returns for 10 years | -2.49 | 50.20 | -5% |
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