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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$39.10
Change+$0.39 (+1.01%)
VolumeN/A
Net Assets768.61M
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
FBSAX vs JVMRX Comparison Chart in %
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FBSAX vs. JVMRX commentary
Sep 28, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. FBSAX (769M). FBSAX pays higher dividends than JVMRX: FBSAX (1.31) vs JVMRX (0.84). 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 : -0.72 vs. JVMRX (-0.78). JVMRX return over 5 years is better than : 62.54 vs. FBSAX (45.26).
| 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 | 6.685 | 11.804 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 24.2B | 3% |
| Annual Yield % from dividends | 1.31 | 0.84 | 155% |
| Returns for 1 year | -0.72 | -0.78 | 92% |
| Returns for 3 years | 31.89 | 35.31 | 90% |
| Returns for 5 years | 45.26 | 62.54 | 72% |
| Returns for 10 years | 9.29 | 66.11 | 14% |
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