Interact to see
Advertisement
Advertisement
FBSIX vs JVMSX
FBSIX vs JVMSX Comparison
Open Charts FBSIX vs JVMSX
Franklin Mutual U.S. Mid Cap Value R6
Price$36.92
Change-$0.51 (-1.36%)
VolumeN/A
Net Assets745.7M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FBSIX vs JVMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSIX vs. JVMSX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. FBSIX (746M). FBSIX pays higher dividends than JVMSX: FBSIX (1.51) vs JVMSX (0.43). FBSIX was incepted earlier than JVMSX: FBSIX (12 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FBSIX (0.59). JVMSX is a more actively managed with annual turnover of: 47.00 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 : 2.84 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. FBSIX (41.61).
| FBSIX | JVMSX | FBSIX / JVMSX | |
| Total Expense Ratio | 0.56 | 1.25 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.26 | 47% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 1.178 | 2.313 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 21.5B | 3% |
| Annual Yield % from dividends | 1.51 | 0.43 | 348% |
| Returns for 1 year | 2.84 | -3.29 | -86% |
| Returns for 3 years | 16.91 | 15.80 | 107% |
| Returns for 5 years | 41.61 | 50.13 | 83% |
| Returns for 10 years | -11.05 | 33.43 | -33% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RAPIX | 10.98 | 0.05 | +0.46% |
| Cohen & Steers Real Assets I | |||
| SAREX | 11.39 | -0.10 | -0.87% |
| SA Real Estate Securities | |||
| LAMQX | 23.60 | -0.26 | -1.09% |
| Lord Abbett Dividend Growth R2 | |||
| VMCIX | 74.17 | -0.86 | -1.15% |
| Vanguard Mid Cap Index Institutional | |||
| BRWRX | 23.83 | -0.34 | -1.41% |
| MFS Blended Research Growth Eq R1 | |||