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FBSIX vs JVMTX
FBSIX vs JVMTX Comparison
Open Charts FBSIX vs JVMTX
Franklin Mutual U.S. Mid Cap Value R6
Price$39.70
Change+$0.65 (+1.66%)
VolumeN/A
Net Assets776.74M
JHancock Disciplined Value Mid Cap R4
Price$29.20
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets24.73B
FBSIX vs JVMTX Comparison Chart in %
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FBSIX vs. JVMTX commentary
Feb 05, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FBSIX (777M). FBSIX pays higher dividends than JVMTX: FBSIX (1.26) vs JVMTX (0.60). FBSIX was incepted earlier than JVMTX: FBSIX (13 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than FBSIX (0.59). JVMTX (49.00) and FBSIX (48.72) have comparable annual turnover. JVMTX has a lower initial minimum investment than FBSIX: JVMTX (0) vs FBSIX (1000000). FBSIX annual gain was more profitable for investors over the last year : 7.59 vs. JVMTX (5.99). JVMTX return over 5 years is better than : 23.11 vs. FBSIX (20.78).
| FBSIX | JVMTX | FBSIX / JVMTX | |
| Total Expense Ratio | 0.56 | 0.99 | 57% |
| Annual Report Gross Expense Ratio | 0.59 | 1.10 | 54% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 6.520 | 6.453 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 24.7B | 3% |
| Annual Yield % from dividends | 1.26 | 0.60 | 211% |
| Returns for 1 year | 7.59 | 5.99 | 127% |
| Returns for 3 years | 13.75 | 12.57 | 109% |
| Returns for 5 years | 20.78 | 23.11 | 90% |
| Returns for 10 years | 37.05 | 78.94 | 47% |
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