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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$38.64
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets755.44M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
FBSAX vs JVMIX Comparison Chart in %
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FBSAX vs. JVMIX commentary
Oct 21, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. FBSAX (755M). FBSAX pays higher dividends than JVMIX: FBSAX (1.33) vs JVMIX (0.74). FBSAX was incepted earlier than JVMIX: FBSAX (25 years) vs JVMIX (28 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). FBSAX annual gain was more profitable for investors over the last year : -3.27 vs. JVMIX (-4.87). JVMIX return over 5 years is better than : 47.49 vs. FBSAX (34.72).
| 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 | 28 years | - |
| Gain YTD | 5.430 | 9.759 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 23.9B | 3% |
| Annual Yield % from dividends | 1.33 | 0.74 | 180% |
| Returns for 1 year | -3.27 | -4.87 | 67% |
| Returns for 3 years | 22.39 | 25.37 | 88% |
| Returns for 5 years | 34.72 | 47.49 | 73% |
| Returns for 10 years | 0.25 | 51.49 | 0% |
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