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FBSAX vs JVMRX
FBSAX vs JVMRX Comparison
Open Charts FBSAX vs JVMRX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.24
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets773.41M
JHancock Disciplined Value Mid Cap R6
Price$29.52
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.55B
FBSAX vs JVMRX Comparison Chart in %
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FBSAX vs. JVMRX commentary
Aug 20, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. FBSAX (773M). FBSAX pays higher dividends than JVMRX: FBSAX (1.37) vs JVMRX (0.86). FBSAX was incepted earlier than JVMRX: FBSAX (24 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than FBSAX (0.67). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FBSAX (37.84). FBSAX has a lower initial minimum investment than JVMRX: FBSAX (100000) vs JVMRX (1000000). FBSAX annual gain was more profitable for investors over the last year : 2.17 vs. JVMRX (0.32). JVMRX return over 5 years is better than : 54.59 vs. FBSAX (42.19).
| FBSAX | JVMRX | FBSAX / JVMRX | |
| Total Expense Ratio | 0.65 | 0.75 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 0.76 | 88% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 7.067 | 9.577 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 23.5B | 3% |
| Annual Yield % from dividends | 1.37 | 0.86 | 159% |
| Returns for 1 year | 2.17 | 0.32 | 671% |
| Returns for 3 years | 13.40 | 14.46 | 93% |
| Returns for 5 years | 42.19 | 54.59 | 77% |
| Returns for 10 years | 5.08 | 55.15 | 9% |
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