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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$37.25
Change+$0.52 (+1.42%)
VolumeN/A
Net Assets764.78M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
FBSRX vs JVMRX Comparison Chart in %
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FBSRX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. FBSRX (765M). JVMRX pays higher dividends than FBSRX: JVMRX (0.82) vs FBSRX (0.77). 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 (49.00) and FBSRX (48.72) have comparable annual turnover. FBSRX has a lower initial minimum investment than JVMRX: FBSRX (1000) vs JVMRX (1000000). JVMRX (5.07) and FBSRX (4.96) have marching annual gain over last year. JVMRX return over 5 years is better than : 23.56 vs. FBSRX (15.09).
| 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 | 4.723 | 5.208 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 24.7B | 3% |
| Annual Yield % from dividends | 0.77 | 0.82 | 93% |
| Returns for 1 year | 4.96 | 5.07 | 98% |
| Returns for 3 years | 9.45 | 12.07 | 78% |
| Returns for 5 years | 15.09 | 23.56 | 64% |
| Returns for 10 years | 28.12 | 80.03 | 35% |
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