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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$36.85
Change+$0.43 (+1.18%)
VolumeN/A
Net Assets746.48M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Dec 04, 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: 24.5B vs. FBSRX (746M). FBSRX pays higher dividends than JVMIX: FBSRX (0.92) vs JVMIX (0.74). FBSRX was incepted earlier than JVMIX: FBSRX (24 years) vs JVMIX (29 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 : -5.91 vs. FBSRX (-8.45). JVMIX return over 5 years is better than : 33.54 vs. FBSRX (15.64).
| 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 | 29 years | - |
| Gain YTD | 4.354 | 12.022 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 24.5B | 3% |
| Annual Yield % from dividends | 0.92 | 0.74 | 125% |
| Returns for 1 year | -8.45 | -5.91 | 143% |
| Returns for 3 years | 7.55 | 14.46 | 52% |
| Returns for 5 years | 15.64 | 33.54 | 47% |
| Returns for 10 years | -6.83 | 50.20 | -14% |
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