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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$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.
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).
| FBSAX | JVMIX | FBSAX / JVMIX | |
| Total Expense Ratio | 0.65 | 0.87 | 75% |
| Annual Report Gross Expense Ratio | 0.67 | 0.88 | 76% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 6.494 | 8.423 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 1.36 | 0.78 | 175% |
| Returns for 1 year | 9.79 | 3.45 | 284% |
| Returns for 3 years | 22.46 | 23.84 | 94% |
| Returns for 5 years | 50.70 | 62.76 | 81% |
| Returns for 10 years | -3.17 | 48.34 | -7% |
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