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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$36.26
Change-$0.41 (-1.12%)
VolumeN/A
Net Assets747.95M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
FBSRX vs JVMRX Comparison Chart in %
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FBSRX vs. JVMRX commentary
Nov 14, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. FBSRX (748M). FBSRX pays higher dividends than JVMRX: FBSRX (0.93) vs JVMRX (0.85). FBSRX was incepted earlier than JVMRX: FBSRX (24 years) vs JVMRX (14 years). FBSRX (1.17) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FBSRX (37.84). FBSRX has a lower initial minimum investment than JVMRX: FBSRX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -6.40 vs. FBSRX (-7.14). JVMRX return over 5 years is better than : 36.83 vs. FBSRX (20.49).
| FBSRX | JVMRX | FBSRX / JVMRX | |
| Total Expense Ratio | 1.15 | 0.74 | 155% |
| Annual Report Gross Expense Ratio | 1.17 | 0.75 | 156% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.867 | 9.911 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 24.2B | 3% |
| Annual Yield % from dividends | 0.93 | 0.85 | 109% |
| Returns for 1 year | -7.14 | -6.40 | 112% |
| Returns for 3 years | 11.17 | 15.51 | 72% |
| Returns for 5 years | 20.49 | 36.83 | 56% |
| Returns for 10 years | -6.15 | 51.46 | -12% |
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