Interact to see
Advertisement
Advertisement
FBSIX vs JVMIX
FBSIX vs JVMIX Comparison
Open Charts FBSIX vs JVMIX
Franklin Mutual U.S. Mid Cap Value R6
Price$38.85
Change+$0.21 (+0.54%)
VolumeN/A
Net Assets763.28M
JHancock Disciplined Value Mid Cap I
Price$28.80
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.6B
FBSIX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSIX vs. JVMIX 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 FBSIX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.6B vs. FBSIX (763M). FBSIX pays higher dividends than JVMIX: FBSIX (1.31) vs JVMIX (0.75). FBSIX was incepted earlier than JVMIX: FBSIX (13 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FBSIX (0.59). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FBSIX (37.84). JVMIX has a lower initial minimum investment than FBSIX: JVMIX (250000) vs FBSIX (1000000). FBSIX annual gain was more profitable for investors over the last year : 7.12 vs. JVMIX (6.20). JVMIX return over 5 years is better than : 22.06 vs. FBSIX (18.84).
| FBSIX | JVMIX | FBSIX / JVMIX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 0.86 | 69% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 4.239 | 4.842 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 24.6B | 3% |
| Annual Yield % from dividends | 1.31 | 0.75 | 174% |
| Returns for 1 year | 7.12 | 6.20 | 115% |
| Returns for 3 years | 14.36 | 14.75 | 97% |
| Returns for 5 years | 18.84 | 22.06 | 85% |
| Returns for 10 years | 35.73 | 74.98 | 48% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DSPY | 59.54 | N/A | N/A |
| Tema S&P 500 Historical Weight ETF | |||
| UUP | 27.33 | -0.02 | -0.07% |
| Invesco DB US Dollar Bullish | |||
| IVV | 693.49 | -3.38 | -0.49% |
| iShares Core S&P 500 ETF | |||
| OCTZ | 42.89 | -0.32 | -0.73% |
| TrueShares Structured Outcome OctoberETF | |||
| IETC | 101.57 | -1.42 | -1.38% |
| iShares U.S. Tech Independence Fcs ETF | |||