FBSAX
Price
$39.03
Change
+$0.19 (+0.49%)
Updated
Jul 3 closing price
Net Assets
782.08M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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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$39.03
Change+$0.19 (+0.49%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FBSAX vs JVMIX Comparison Chart in %
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FBSAX vs. JVMIX commentary
Jul 07, 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: 22.6B vs. FBSAX (782M). 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: 47.00 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 : 9.79 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. FBSAX (50.70).
FBSAXJVMIXFBSAX / JVMIX
Total Expense Ratio0.650.8775%
Annual Report Gross Expense Ratio0.670.8876%
Fund Existence24 years28 years-
Gain YTD6.4948.42377%
Front LoadN/AN/A-
Min. Initial Investment10000025000040%
Min. Initial Investment IRAN/AN/A-
Net Assets782M22.6B3%
Annual Yield % from dividends1.360.78175%
Returns for 1 year9.793.45284%
Returns for 3 years22.4623.8494%
Returns for 5 years50.7062.7681%
Returns for 10 years-3.1748.34-7%
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