Interact to see
Advertisement
Advertisement
FBSIX vs JVMAX
FBSIX vs JVMAX Comparison
Open Charts FBSIX vs JVMAX
Franklin Mutual U.S. Mid Cap Value R6
Price$36.92
Change-$0.51 (-1.36%)
VolumeN/A
Net Assets745.7M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
FBSIX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSIX vs. JVMAX commentary
Jun 16, 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: 21.5B vs. FBSIX (746M). FBSIX pays higher dividends than JVMAX: FBSIX (1.51) vs JVMAX (0.60). 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 : 2.84 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. FBSIX (41.61).
| 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 | 1.178 | 2.360 | 50% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 21.5B | 3% |
| Annual Yield % from dividends | 1.51 | 0.60 | 253% |
| Returns for 1 year | 2.84 | -3.68 | -77% |
| Returns for 3 years | 16.91 | 15.06 | 112% |
| Returns for 5 years | 41.61 | 48.97 | 85% |
| Returns for 10 years | -11.05 | 31.57 | -35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RAPIX | 10.98 | 0.05 | +0.46% |
| Cohen & Steers Real Assets I | |||
| SAREX | 11.39 | -0.10 | -0.87% |
| SA Real Estate Securities | |||
| LAMQX | 23.60 | -0.26 | -1.09% |
| Lord Abbett Dividend Growth R2 | |||
| VMCIX | 74.17 | -0.86 | -1.15% |
| Vanguard Mid Cap Index Institutional | |||
| BRWRX | 23.83 | -0.34 | -1.41% |
| MFS Blended Research Growth Eq R1 | |||