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FBSRX vs JVMAX
FBSRX vs JVMAX Comparison
Open Charts FBSRX vs JVMAX
Franklin Mutual U.S. Mid Cap Value R
Price$35.23
Change-$0.48 (-1.34%)
VolumeN/A
Net Assets745.7M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
FBSRX vs JVMAX Comparison Chart
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FBSRX vs. JVMAX 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 FBSRX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. FBSRX (746M). FBSRX pays higher dividends than JVMAX: FBSRX (0.96) vs JVMAX (0.60). FBSRX was incepted earlier than JVMAX: FBSRX (23 years) vs JVMAX (28 years). FBSRX (1.17) and JVMAX (1.13) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. FBSRX (37.84). FBSRX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FBSRX annual gain was more profitable for investors over the last year : 1.99 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. FBSRX (37.71).
| FBSRX | JVMAX | FBSRX / JVMAX | |
| Total Expense Ratio | 1.15 | 1.12 | 103% |
| Annual Report Gross Expense Ratio | 1.17 | 1.13 | 104% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 0.917 | 2.360 | 39% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 21.5B | 3% |
| Annual Yield % from dividends | 0.96 | 0.60 | 162% |
| Returns for 1 year | 1.99 | -3.68 | -54% |
| Returns for 3 years | 15.00 | 15.06 | 100% |
| Returns for 5 years | 37.71 | 48.97 | 77% |
| Returns for 10 years | -15.01 | 31.57 | -48% |
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