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FBSRX vs JVMRX
FBSRX vs JVMRX Comparison
Open Charts FBSRX vs JVMRX
Franklin Mutual U.S. Mid Cap Value R
Price$37.08
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FBSRX vs JVMRX Comparison Chart in %
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FBSRX vs. JVMRX commentary
Jul 07, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. FBSRX (782M). FBSRX pays higher dividends than JVMRX: FBSRX (0.93) vs JVMRX (0.88). FBSRX was incepted earlier than JVMRX: FBSRX (24 years) vs JVMRX (14 years). FBSRX (1.17) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. FBSRX (37.84). FBSRX has a lower initial minimum investment than JVMRX: FBSRX (1000) vs JVMRX (1000000). FBSRX annual gain was more profitable for investors over the last year : 8.97 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. FBSRX (46.79).
| FBSRX | JVMRX | FBSRX / JVMRX | |
| Total Expense Ratio | 1.15 | 0.75 | 153% |
| Annual Report Gross Expense Ratio | 1.17 | 0.76 | 154% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 6.216 | 8.500 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 0.93 | 0.88 | 105% |
| Returns for 1 year | 8.97 | 3.59 | 250% |
| Returns for 3 years | 20.61 | 24.14 | 85% |
| Returns for 5 years | 46.79 | 63.32 | 74% |
| Returns for 10 years | -7.46 | 49.30 | -15% |
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