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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$37.25
Change+$0.52 (+1.42%)
VolumeN/A
Net Assets764.78M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Feb 05, 2026
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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. FBSRX (765M). FBSRX pays higher dividends than JVMIX: FBSRX (0.77) vs JVMIX (0.72). 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 (49.00) and FBSRX (48.72) have comparable annual turnover. FBSRX has a lower initial minimum investment than JVMIX: FBSRX (1000) vs JVMIX (250000). FBSRX (4.96) and JVMIX (4.96) have marching annual gain over last year. JVMIX return over 5 years is better than : 23.04 vs. FBSRX (15.09).
| 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 | 4.723 | 5.206 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 24.7B | 3% |
| Annual Yield % from dividends | 0.77 | 0.72 | 106% |
| Returns for 1 year | 4.96 | 4.96 | 100% |
| Returns for 3 years | 9.45 | 11.72 | 81% |
| Returns for 5 years | 15.09 | 23.04 | 65% |
| Returns for 10 years | 28.12 | 78.79 | 36% |
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