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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$39.03
Change+$0.19 (+0.49%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FBSAX vs JVMRX Comparison Chart in %
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FBSAX vs. JVMRX 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 JVMRX is a StrongBuy.
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).
| 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 | 6.494 | 8.500 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 1.36 | 0.88 | 155% |
| Returns for 1 year | 9.79 | 3.59 | 273% |
| Returns for 3 years | 22.46 | 24.14 | 93% |
| Returns for 5 years | 50.70 | 63.32 | 80% |
| Returns for 10 years | -3.17 | 49.30 | -6% |
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