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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$37.99
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets751.7M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
FBSAX vs JVMSX Comparison Chart in %
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FBSAX vs. JVMSX commentary
Dec 29, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FBSAX (752M). FBSAX pays higher dividends than JVMSX: FBSAX (1.35) vs JVMSX (0.40). FBSAX was incepted earlier than JVMSX: FBSAX (25 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FBSAX (0.67). JVMSX is a more actively managed with annual turnover of: 49.00 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 : 2.76 vs. JVMSX (2.29). JVMSX return over 5 years is better than : 22.25 vs. FBSAX (20.41).
| FBSAX | JVMSX | FBSAX / JVMSX | |
| Total Expense Ratio | 0.65 | 1.24 | 52% |
| Annual Report Gross Expense Ratio | 0.67 | 1.25 | 54% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 3.656 | 3.506 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 23.9B | 3% |
| Annual Yield % from dividends | 1.35 | 0.40 | 340% |
| Returns for 1 year | 2.76 | 2.29 | 121% |
| Returns for 3 years | 16.49 | 15.22 | 108% |
| Returns for 5 years | 20.41 | 22.25 | 92% |
| Returns for 10 years | 15.01 | 46.26 | 32% |
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