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FBSRX vs JVMIX
FBSRX vs JVMIX Comparison
Open Charts FBSRX vs JVMIX
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 I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FBSRX (773M). FBSRX pays higher dividends than JVMIX: FBSRX (0.93) vs JVMIX (0.76). 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 : 1.97 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. FBSRX (34.65).
| 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 | 5.987 | 8.980 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 23.6B | 3% |
| Annual Yield % from dividends | 0.93 | 0.76 | 122% |
| Returns for 1 year | 1.97 | 0.76 | 260% |
| Returns for 3 years | 8.89 | 11.90 | 75% |
| Returns for 5 years | 34.65 | 50.10 | 69% |
| Returns for 10 years | -4.29 | 45.29 | -9% |
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