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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$39.01
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets778.28M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
FBSAX vs JVMSX Comparison Chart in %
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FBSAX vs. JVMSX commentary
Jul 28, 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: 23.1B vs. FBSAX (778M). 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: 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 : 4.16 vs. JVMSX (0.75). JVMSX return over 5 years is better than : 55.91 vs. FBSAX (44.26).
| 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 | 6.439 | 9.064 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 23.1B | 3% |
| Annual Yield % from dividends | 1.36 | 0.42 | 325% |
| Returns for 1 year | 4.16 | 0.75 | 552% |
| Returns for 3 years | 19.55 | 20.42 | 96% |
| Returns for 5 years | 44.26 | 55.91 | 79% |
| Returns for 10 years | 0.04 | 46.42 | 0% |
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