FBSRX
Price
$37.05
Change
+$0.09 (+0.24%)
Updated
Jul 25 closing price
Net Assets
778.28M
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$37.05
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets778.28M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Jul 27, 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: 23.1B vs. FBSRX (778M). 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: 49.00 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 : 3.38 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. FBSRX (40.50).
FBSRXJVMIXFBSRX / JVMIX
Total Expense Ratio1.150.87132%
Annual Report Gross Expense Ratio1.170.88133%
Fund Existence24 years28 years-
Gain YTD6.1309.31466%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets778M23.1B3%
Annual Yield % from dividends0.930.78119%
Returns for 1 year3.381.20280%
Returns for 3 years17.7721.4783%
Returns for 5 years40.5058.0770%
Returns for 10 years-4.4050.28-9%
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