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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$37.07
Change-$0.51 (-1.36%)
VolumeN/A
Net Assets745.7M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FBSAX vs JVMTX Comparison Chart
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FBSAX vs. JVMTX commentary
Jun 15, 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: 21.5B vs. FBSAX (746M). FBSAX pays higher dividends than JVMTX: FBSAX (1.42) vs JVMTX (0.67). 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: 47.00 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 : 2.77 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. FBSAX (41.35).
| 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 | 1.146 | 2.453 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 21.5B | 3% |
| Annual Yield % from dividends | 1.42 | 0.67 | 211% |
| Returns for 1 year | 2.77 | -3.01 | -92% |
| Returns for 3 years | 16.74 | 16.50 | 101% |
| Returns for 5 years | 41.35 | 51.48 | 80% |
| Returns for 10 years | -11.07 | 35.66 | -31% |
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