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FBSAX vs JVMTX
FBSAX vs JVMTX Comparison
Open Charts FBSAX vs JVMTX
Franklin Mutual U.S. Mid Cap Value Adv
Price$38.24
Change-$0.42 (-1.09%)
VolumeN/A
Net Assets747.95M
JHancock Disciplined Value Mid Cap R4
Price$29.52
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
FBSAX vs JVMTX Comparison Chart in %
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FBSAX vs. JVMTX commentary
Nov 14, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. FBSAX (748M). FBSAX pays higher dividends than JVMTX: FBSAX (1.36) vs JVMTX (0.63). FBSAX was incepted earlier than JVMTX: FBSAX (25 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than FBSAX (0.67). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FBSAX (37.84). JVMTX has a lower initial minimum investment than FBSAX: JVMTX (0) vs FBSAX (100000). FBSAX (-5.50) and JVMTX (-5.56) have marching annual gain over last year. JVMTX return over 5 years is better than : 37.55 vs. FBSAX (25.04).
| FBSAX | JVMTX | FBSAX / JVMTX | |
| Total Expense Ratio | 0.65 | 0.99 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.10 | 61% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 5.484 | 11.148 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 24.2B | 3% |
| Annual Yield % from dividends | 1.36 | 0.63 | 216% |
| Returns for 1 year | -5.50 | -5.56 | 99% |
| Returns for 3 years | 12.51 | 14.99 | 83% |
| Returns for 5 years | 25.04 | 37.55 | 67% |
| Returns for 10 years | 0.45 | 52.90 | 1% |
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