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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$38.87
Change+$0.46 (+1.20%)
VolumeN/A
Net Assets746.48M
JHancock Disciplined Value Mid Cap R2
Price$30.08
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets24.51B
FBSAX vs JVMSX Comparison Chart in %
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FBSAX vs. JVMSX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.5B vs. FBSAX (746M). 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). JVMSX annual gain was more profitable for investors over the last year : -6.32 vs. FBSAX (-7.73). JVMSX return over 5 years is better than : 31.69 vs. FBSAX (18.73).
| 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 | 4.857 | 11.600 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 24.5B | 3% |
| Annual Yield % from dividends | 1.35 | 0.40 | 340% |
| Returns for 1 year | -7.73 | -6.32 | 122% |
| Returns for 3 years | 9.18 | 13.46 | 68% |
| Returns for 5 years | 18.73 | 31.69 | 59% |
| Returns for 10 years | -2.49 | 46.38 | -5% |
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