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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$39.88
Change+$0.65 (+1.66%)
VolumeN/A
Net Assets776.74M
JHancock Disciplined Value Mid Cap R4
Price$29.20
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets24.73B
FBSAX vs JVMTX Comparison Chart in %
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FBSAX vs. JVMTX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FBSAX (777M). FBSAX pays higher dividends than JVMTX: FBSAX (1.17) vs JVMTX (0.60). FBSAX was incepted earlier than JVMTX: FBSAX (25 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than FBSAX (0.67). JVMTX (49.00) and FBSAX (48.72) have comparable annual turnover. JVMTX has a lower initial minimum investment than FBSAX: JVMTX (0) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : 5.68 vs. JVMTX (4.79). JVMTX return over 5 years is better than : 22.28 vs. FBSAX (18.76).
| 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 | 13 years | - |
| Gain YTD | 4.753 | 5.177 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 24.7B | 3% |
| Annual Yield % from dividends | 1.17 | 0.60 | 196% |
| Returns for 1 year | 5.68 | 4.79 | 118% |
| Returns for 3 years | 11.63 | 11.22 | 104% |
| Returns for 5 years | 18.76 | 22.28 | 84% |
| Returns for 10 years | 34.50 | 76.80 | 45% |
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