Interact to see
Advertisement
Advertisement
FBSRX vs JVMIX
FBSRX vs JVMIX Comparison
Open Charts FBSRX vs JVMIX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| FBSRX | JVMIX | FBSRX / JVMIX | |
| Total Expense Ratio | 1.15 | 0.87 | 132% |
| Annual Report Gross Expense Ratio | 1.17 | 0.88 | 133% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 6.216 | 8.423 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 0.93 | 0.78 | 119% |
| Returns for 1 year | 8.97 | 3.45 | 260% |
| Returns for 3 years | 20.61 | 23.84 | 86% |
| Returns for 5 years | 46.79 | 62.76 | 75% |
| Returns for 10 years | -7.46 | 48.34 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement