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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$37.66
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets783.24M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Sep 10, 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: 24.3B vs. FBSRX (783M). FBSRX pays higher dividends than JVMIX: FBSRX (0.89) vs JVMIX (0.74). FBSRX was incepted earlier than JVMIX: FBSRX (24 years) vs JVMIX (28 years). FBSRX (1.17) is less costly to investors than JVMIX (0.86). 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). JVMIX annual gain was more profitable for investors over the last year : 4.56 vs. FBSRX (3.62). JVMIX return over 5 years is better than : 56.64 vs. FBSRX (38.87).
| FBSRX | JVMIX | FBSRX / JVMIX | |
| Total Expense Ratio | 1.15 | 0.85 | 135% |
| Annual Report Gross Expense Ratio | 1.17 | 0.86 | 136% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 7.877 | 12.245 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 24.3B | 3% |
| Annual Yield % from dividends | 0.89 | 0.74 | 120% |
| Returns for 1 year | 3.62 | 4.56 | 79% |
| Returns for 3 years | 15.92 | 19.78 | 80% |
| Returns for 5 years | 38.87 | 56.64 | 69% |
| Returns for 10 years | 2.30 | 59.45 | 4% |
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