FBSAX
Price
$39.03
Change
+$0.19 (+0.49%)
Updated
Jul 3 closing price
Net Assets
782.08M
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FBSAX vs JVMTX

Header iconFBSAX vs JVMTX Comparison
Open Charts FBSAX vs JVMTXBanner chart's image
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.03
Change+$0.19 (+0.49%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FBSAX vs JVMTX Comparison Chart in %
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FBSAX vs. JVMTX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FBSAX (782M). 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: 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 : 9.79 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. FBSAX (50.70).
FBSAXJVMTXFBSAX / JVMTX
Total Expense Ratio0.651.0065%
Annual Report Gross Expense Ratio0.671.1160%
Fund Existence24 years12 years-
Gain YTD6.4948.36178%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets782M22.6B3%
Annual Yield % from dividends1.360.65210%
Returns for 1 year9.793.31296%
Returns for 3 years22.4623.4796%
Returns for 5 years50.7061.9682%
Returns for 10 years-3.1746.97-7%
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