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FBSRX vs JVMCX
FBSRX vs JVMCX Comparison
Open Charts FBSRX vs JVMCX
Franklin Mutual U.S. Mid Cap Value R
Price$37.66
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets783.24M
JHancock Disciplined Value Mid Cap C
Price$28.21
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets24.32B
FBSRX vs JVMCX Comparison Chart in %
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FBSRX vs. JVMCX commentary
Sep 10, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. FBSRX (783M). FBSRX pays higher dividends than JVMCX: FBSRX (0.89) vs JVMCX (0.00). FBSRX was incepted earlier than JVMCX: FBSRX (24 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FBSRX (1.17). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FBSRX (37.84). FBSRX (1000) and JVMCX (1000) have matching initial minimum investment requirements. FBSRX annual gain was more profitable for investors over the last year : 3.62 vs. JVMCX (2.84). JVMCX return over 5 years is better than : 49.68 vs. FBSRX (38.87).
| FBSRX | JVMCX | FBSRX / JVMCX | |
| Total Expense Ratio | 1.15 | 1.85 | 62% |
| Annual Report Gross Expense Ratio | 1.17 | 1.86 | 63% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 7.877 | 11.502 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 24.3B | 3% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | 3.62 | 2.84 | 127% |
| Returns for 3 years | 15.92 | 16.20 | 98% |
| Returns for 5 years | 38.87 | 49.68 | 78% |
| Returns for 10 years | 2.30 | 45.81 | 5% |
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