FBSAX
Price
$38.68
Change
-$0.35 (-0.90%)
Updated
Jul 7 closing price
Net Assets
782.08M
JVMRX
Price
$29.01
Change
-$0.22 (-0.75%)
Updated
Jul 7 closing price
Net Assets
22.61B
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FBSAX vs JVMRX

Header iconFBSAX vs JVMRX Comparison
Open Charts FBSAX vs JVMRXBanner chart's image
Franklin Mutual U.S. Mid Cap Value Adv
Price$38.68
Change-$0.35 (-0.90%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap R6
Price$29.01
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets22.61B
FBSAX vs JVMRX Comparison Chart in %
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FBSAX vs. JVMRX commentary
Jul 08, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. FBSAX (782M). FBSAX pays higher dividends than JVMRX: FBSAX (1.36) vs JVMRX (0.88). 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: 47.00 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 : 9.79 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. FBSAX (50.70).
FBSAXJVMRXFBSAX / JVMRX
Total Expense Ratio0.650.7587%
Annual Report Gross Expense Ratio0.670.7688%
Fund Existence24 years14 years-
Gain YTD6.4948.50076%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets782M22.6B3%
Annual Yield % from dividends1.360.88155%
Returns for 1 year9.793.59273%
Returns for 3 years22.4624.1493%
Returns for 5 years50.7063.3280%
Returns for 10 years-3.1749.30-6%
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