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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$38.87
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FBSIX vs JVMRX Comparison Chart in %
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FBSIX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. FBSIX (782M). FBSIX pays higher dividends than JVMRX: FBSIX (1.45) vs JVMRX (0.88). FBSIX was incepted earlier than JVMRX: FBSIX (12 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than FBSIX (0.59). JVMRX is a more actively managed with annual turnover of: 47.00 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 : 9.84 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. FBSIX (50.91).
| FBSIX | JVMRX | FBSIX / JVMRX | |
| Total Expense Ratio | 0.56 | 0.75 | 75% |
| Annual Report Gross Expense Ratio | 0.59 | 0.76 | 78% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 6.522 | 8.500 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 1.45 | 0.88 | 165% |
| Returns for 1 year | 9.84 | 3.59 | 274% |
| Returns for 3 years | 22.59 | 24.14 | 94% |
| Returns for 5 years | 50.91 | 63.32 | 80% |
| Returns for 10 years | -3.15 | 49.30 | -6% |
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