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FBSAX vs JVMSX
FBSAX vs JVMSX Comparison
Open Charts FBSAX vs JVMSX
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 R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FBSAX vs JVMSX Comparison Chart in %
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FBSAX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. FBSAX (782M). FBSAX pays higher dividends than JVMSX: FBSAX (1.36) vs JVMSX (0.42). FBSAX was incepted earlier than JVMSX: FBSAX (24 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FBSAX (0.67). JVMSX is a more actively managed with annual turnover of: 47.00 vs. FBSAX (37.84). JVMSX has a lower initial minimum investment than FBSAX: JVMSX (0) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : 9.79 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. FBSAX (50.70).
| FBSAX | JVMSX | FBSAX / JVMSX | |
| Total Expense Ratio | 0.65 | 1.25 | 52% |
| Annual Report Gross Expense Ratio | 0.67 | 1.26 | 53% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 6.494 | 8.206 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 1.36 | 0.42 | 325% |
| Returns for 1 year | 9.79 | 3.00 | 326% |
| Returns for 3 years | 22.46 | 22.77 | 99% |
| Returns for 5 years | 50.70 | 60.52 | 84% |
| Returns for 10 years | -3.17 | 44.56 | -7% |
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