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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$39.03
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets763.28M
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
FBSAX vs JVMTX Comparison Chart in %
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FBSAX vs. JVMTX commentary
Jan 16, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FBSAX (763M). FBSAX pays higher dividends than JVMTX: FBSAX (1.21) vs JVMTX (0.62). 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 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 : 7.02 vs. JVMTX (6.04). JVMTX return over 5 years is better than : 21.31 vs. FBSAX (18.56).
| 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 | 4.219 | 4.812 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 24.7B | 3% |
| Annual Yield % from dividends | 1.21 | 0.62 | 196% |
| Returns for 1 year | 7.02 | 6.04 | 116% |
| Returns for 3 years | 14.08 | 14.24 | 99% |
| Returns for 5 years | 18.56 | 21.31 | 87% |
| Returns for 10 years | 35.37 | 73.13 | 48% |
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