FBSRX
Price
$37.08
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
782.08M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FBSRX vs JVMRX

Header iconFBSRX vs JVMRX Comparison
Open Charts FBSRX vs JVMRXBanner chart's image
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.

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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).
FBSRXJVMRXFBSRX / JVMRX
Total Expense Ratio1.150.75153%
Annual Report Gross Expense Ratio1.170.76154%
Fund Existence24 years14 years-
Gain YTD6.2168.50073%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets782M22.6B3%
Annual Yield % from dividends0.930.88105%
Returns for 1 year8.973.59250%
Returns for 3 years20.6124.1485%
Returns for 5 years46.7963.3274%
Returns for 10 years-7.4649.30-15%
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