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FBSIX vs JVMIX
FBSIX vs JVMIX Comparison
Open Charts FBSIX vs JVMIX
Franklin Mutual U.S. Mid Cap Value R6
Price$38.86
Change+$0.37 (+0.96%)
VolumeN/A
Net Assets755.44M
JHancock Disciplined Value Mid Cap I
Price$29.90
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
FBSIX vs JVMIX Comparison Chart in %
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FBSIX vs. JVMIX commentary
Oct 21, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. FBSIX (755M). FBSIX pays higher dividends than JVMIX: FBSIX (1.42) vs JVMIX (0.74). FBSIX was incepted earlier than JVMIX: FBSIX (12 years) vs JVMIX (28 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 : -3.22 vs. JVMIX (-4.87). JVMIX return over 5 years is better than : 47.49 vs. FBSIX (34.90).
| FBSIX | JVMIX | FBSIX / JVMIX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 0.86 | 69% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 5.481 | 9.759 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 23.9B | 3% |
| Annual Yield % from dividends | 1.42 | 0.74 | 192% |
| Returns for 1 year | -3.22 | -4.87 | 66% |
| Returns for 3 years | 22.52 | 25.37 | 89% |
| Returns for 5 years | 34.90 | 47.49 | 73% |
| Returns for 10 years | 0.23 | 51.49 | 0% |
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