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$39.03
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets763.28M
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
FBSAX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. JVMRX commentary
Jan 16, 2026
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: 24.7B vs. FBSAX (763M). FBSAX pays higher dividends than JVMRX: FBSAX (1.21) vs JVMRX (0.85). 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 : 7.02 vs. JVMRX (6.31). JVMRX return over 5 years is better than : 22.57 vs. FBSAX (18.56).
| 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 | 4.219 | 4.843 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 24.7B | 3% |
| Annual Yield % from dividends | 1.21 | 0.85 | 142% |
| Returns for 1 year | 7.02 | 6.31 | 111% |
| Returns for 3 years | 14.08 | 15.11 | 93% |
| Returns for 5 years | 18.56 | 22.57 | 82% |
| Returns for 10 years | 35.37 | 76.30 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SELV | 32.89 | 0.30 | +0.92% |
| SEI Enhanced Low Volatil US Lg Cap ETF | |||
| MARB | 20.69 | 0.03 | +0.15% |
| First Trust Merger Arbitrage ETF | |||
| FLBL | 23.50 | N/A | N/A |
| Franklin Senior Loan ETF | |||
| LIBD | 281.51 | N/A | N/A |
| LifeX 2065 Inflation-Protected Longevity Income ETF | |||
| VOO | 634.94 | -3.09 | -0.48% |
| Vanguard S&P 500 ETF | |||