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FBSIX vs JVMSX
FBSIX vs JVMSX Comparison
Open Charts FBSIX vs JVMSX
Franklin Mutual U.S. Mid Cap Value R6
Price$39.53
Change-$0.24 (-0.60%)
VolumeN/A
Net Assets785.91M
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
FBSIX vs JVMSX Comparison Chart in %
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FBSIX vs. JVMSX commentary
Sep 09, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. FBSIX (786M). FBSIX pays higher dividends than JVMSX: FBSIX (1.39) vs JVMSX (0.40). FBSIX was incepted earlier than JVMSX: FBSIX (12 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FBSIX (0.59). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FBSIX (37.84). JVMSX has a lower initial minimum investment than FBSIX: JVMSX (0) vs FBSIX (1000000). FBSIX annual gain was more profitable for investors over the last year : 4.52 vs. JVMSX (4.09). JVMSX return over 5 years is better than : 54.47 vs. FBSIX (42.76).
| FBSIX | JVMSX | FBSIX / JVMSX | |
| Total Expense Ratio | 0.56 | 1.24 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.25 | 47% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.331 | 11.936 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 24.4B | 3% |
| Annual Yield % from dividends | 1.39 | 0.40 | 347% |
| Returns for 1 year | 4.52 | 4.09 | 111% |
| Returns for 3 years | 17.82 | 18.75 | 95% |
| Returns for 5 years | 42.76 | 54.47 | 79% |
| Returns for 10 years | 7.05 | 55.37 | 13% |
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