Interact to see
Advertisement
Advertisement
FBSAX vs JVMRX
FBSAX vs JVMRX Comparison
Open Charts FBSAX vs JVMRX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.52
Change-$0.24 (-0.60%)
VolumeN/A
Net Assets760.36M
JHancock Disciplined Value Mid Cap R6
Price$30.66
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.58B
FBSAX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. JVMRX commentary
Dec 14, 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: 24.6B vs. FBSAX (760M). FBSAX pays higher dividends than JVMRX: FBSAX (1.35) vs JVMRX (0.83). FBSAX was incepted earlier than JVMRX: FBSAX (25 years) vs JVMRX (14 years). JVMRX (0.75) 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 : -1.19 vs. JVMRX (-1.68). JVMRX return over 5 years is better than : 36.50 vs. FBSAX (21.97).
| FBSAX | JVMRX | FBSAX / JVMRX | |
| Total Expense Ratio | 0.65 | 0.74 | 88% |
| Annual Report Gross Expense Ratio | 0.67 | 0.75 | 89% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 8.486 | 14.588 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 760M | 24.6B | 3% |
| Annual Yield % from dividends | 1.35 | 0.83 | 162% |
| Returns for 1 year | -1.19 | -1.68 | 71% |
| Returns for 3 years | 14.93 | 19.97 | 75% |
| Returns for 5 years | 21.97 | 36.50 | 60% |
| Returns for 10 years | 6.28 | 61.76 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement