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$37.05
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 6.130 | 9.314 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 23.1B | 3% |
| Annual Yield % from dividends | 0.93 | 0.78 | 119% |
| Returns for 1 year | 3.38 | 1.20 | 280% |
| Returns for 3 years | 17.77 | 21.47 | 83% |
| Returns for 5 years | 40.50 | 58.07 | 70% |
| Returns for 10 years | -4.40 | 50.28 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement