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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$39.88
Change+$0.65 (+1.66%)
VolumeN/A
Net Assets776.74M
JHancock Disciplined Value Mid Cap R6
Price$29.24
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets25.02B
FBSAX vs JVMRX Comparison Chart in %
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FBSAX vs. JVMRX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 25B vs. FBSAX (777M). FBSAX pays higher dividends than JVMRX: FBSAX (1.17) vs JVMRX (0.82). 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 (49.00) and FBSAX (48.72) have comparable annual turnover. 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 : 5.68 vs. JVMRX (5.07). JVMRX return over 5 years is better than : 23.56 vs. FBSAX (18.76).
| 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 | 4.753 | 5.208 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 25B | 3% |
| Annual Yield % from dividends | 1.17 | 0.82 | 142% |
| Returns for 1 year | 5.68 | 5.07 | 112% |
| Returns for 3 years | 11.63 | 12.07 | 96% |
| Returns for 5 years | 18.76 | 23.56 | 80% |
| Returns for 10 years | 34.50 | 80.03 | 43% |
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