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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$37.00
Change-$0.18 (-0.48%)
VolumeN/A
Net Assets773.07M
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
FBSRX vs JVMCX Comparison Chart in %
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FBSRX vs. JVMCX commentary
Aug 18, 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: 23.6B vs. FBSRX (773M). FBSRX pays higher dividends than JVMCX: FBSRX (0.93) vs JVMCX (0.00). FBSRX was incepted earlier than JVMCX: FBSRX (24 years) vs JVMCX (14 years). JVMCX (1.88) 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 : 1.97 vs. JVMCX (-0.87). JVMCX return over 5 years is better than : 43.38 vs. FBSRX (34.65).
| FBSRX | JVMCX | FBSRX / JVMCX | |
| Total Expense Ratio | 1.15 | 1.87 | 61% |
| Annual Report Gross Expense Ratio | 1.17 | 1.88 | 62% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 5.987 | 8.340 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 23.6B | 3% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | 1.97 | -0.87 | -227% |
| Returns for 3 years | 8.89 | 8.57 | 104% |
| Returns for 5 years | 34.65 | 43.38 | 80% |
| Returns for 10 years | -4.29 | 32.89 | -13% |
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