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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$39.01
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets778.28M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
FBSAX vs JVMTX Comparison Chart in %
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FBSAX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. FBSAX (778M). FBSAX pays higher dividends than JVMTX: FBSAX (1.36) vs JVMTX (0.65). FBSAX was incepted earlier than JVMTX: FBSAX (24 years) vs JVMTX (12 years). JVMTX (1.11) 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 annual gain was more profitable for investors over the last year : 4.16 vs. JVMTX (1.07). JVMTX return over 5 years is better than : 57.29 vs. FBSAX (44.26).
| FBSAX | JVMTX | FBSAX / JVMTX | |
| Total Expense Ratio | 0.65 | 1.00 | 65% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 6.439 | 9.253 | 70% |
| 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 | 0.65 | 210% |
| Returns for 1 year | 4.16 | 1.07 | 390% |
| Returns for 3 years | 19.55 | 21.15 | 92% |
| Returns for 5 years | 44.26 | 57.29 | 77% |
| Returns for 10 years | 0.04 | 48.90 | 0% |
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