FBSRX
Price
$37.08
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
782.08M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FBSRX vs JVMIX

Header iconFBSRX vs JVMIX Comparison
Open Charts FBSRX vs JVMIXBanner chart's image
Franklin Mutual U.S. Mid Cap Value R
Price$37.08
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Jul 07, 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 JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. FBSRX (782M). FBSRX pays higher dividends than JVMIX: FBSRX (0.93) vs JVMIX (0.78). FBSRX was incepted earlier than JVMIX: FBSRX (24 years) vs JVMIX (28 years). FBSRX (1.17) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. FBSRX (37.84). FBSRX has a lower initial minimum investment than JVMIX: FBSRX (1000) vs JVMIX (250000). FBSRX annual gain was more profitable for investors over the last year : 8.97 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. FBSRX (46.79).
FBSRXJVMIXFBSRX / JVMIX
Total Expense Ratio1.150.87132%
Annual Report Gross Expense Ratio1.170.88133%
Fund Existence24 years28 years-
Gain YTD6.2168.42374%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets782M22.6B3%
Annual Yield % from dividends0.930.78119%
Returns for 1 year8.973.45260%
Returns for 3 years20.6123.8486%
Returns for 5 years46.7962.7675%
Returns for 10 years-7.4648.34-15%
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