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FBSIX vs JVMRX
FBSIX vs JVMRX Comparison
Open Charts FBSIX vs JVMRX
Franklin Mutual U.S. Mid Cap Value R6
Price$37.82
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets751.7M
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
FBSIX vs JVMRX Comparison Chart in %
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FBSIX vs. JVMRX commentary
Dec 29, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. FBSIX (752M). FBSIX pays higher dividends than JVMRX: FBSIX (1.43) vs JVMRX (0.83). FBSIX was incepted earlier than JVMRX: FBSIX (13 years) vs JVMRX (14 years). JVMRX (0.75) is less costly to investors than FBSIX (0.59). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FBSIX (37.84). FBSIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. FBSIX annual gain was more profitable for investors over the last year : 2.77 vs. JVMRX (2.35). JVMRX return over 5 years is better than : 24.33 vs. FBSIX (20.66).
| FBSIX | JVMRX | FBSIX / JVMRX | |
| Total Expense Ratio | 0.56 | 0.74 | 76% |
| Annual Report Gross Expense Ratio | 0.59 | 0.75 | 79% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 3.645 | 3.563 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 23.9B | 3% |
| Annual Yield % from dividends | 1.43 | 0.83 | 172% |
| Returns for 1 year | 2.77 | 2.35 | 118% |
| Returns for 3 years | 16.67 | 16.55 | 101% |
| Returns for 5 years | 20.66 | 24.33 | 85% |
| Returns for 10 years | 15.23 | 51.02 | 30% |
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