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FBSIX vs JVMAX
FBSIX vs JVMAX Comparison
Open Charts FBSIX vs JVMAX
Franklin Mutual U.S. Mid Cap Value R6
Price$38.87
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
FBSIX vs JVMAX Comparison Chart in %
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FBSIX vs. JVMAX commentary
Jul 06, 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 FBSIX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. FBSIX (782M). FBSIX pays higher dividends than JVMAX: FBSIX (1.45) vs JVMAX (0.58). FBSIX was incepted earlier than JVMAX: FBSIX (12 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FBSIX (0.59). JVMAX is a more actively managed with annual turnover of: 47.00 vs. FBSIX (37.84). JVMAX has a lower initial minimum investment than FBSIX: JVMAX (1000) vs FBSIX (1000000). FBSIX annual gain was more profitable for investors over the last year : 9.84 vs. JVMAX (2.59). JVMAX return over 5 years is better than : 59.32 vs. FBSIX (50.91).
| FBSIX | JVMAX | FBSIX / JVMAX | |
| Total Expense Ratio | 0.56 | 1.12 | 50% |
| Annual Report Gross Expense Ratio | 0.59 | 1.13 | 52% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 6.522 | 8.301 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 1.45 | 0.58 | 251% |
| Returns for 1 year | 9.84 | 2.59 | 380% |
| Returns for 3 years | 22.59 | 22.00 | 103% |
| Returns for 5 years | 50.91 | 59.32 | 86% |
| Returns for 10 years | -3.15 | 42.63 | -7% |
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