FBSRX
Price
$37.05
Change
+$0.09 (+0.24%)
Updated
Jul 25 closing price
Net Assets
778.28M
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$37.05
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets778.28M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FBSRX vs JVMRX Comparison Chart in %
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FBSRX vs. JVMRX commentary
Jul 27, 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: 23.1B vs. FBSRX (778M). 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: 49.00 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 : 3.38 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. FBSRX (40.50).
FBSRXJVMRXFBSRX / JVMRX
Total Expense Ratio1.150.75153%
Annual Report Gross Expense Ratio1.170.76154%
Fund Existence24 years14 years-
Gain YTD6.1309.35466%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets778M23.1B3%
Annual Yield % from dividends0.930.88105%
Returns for 1 year3.381.28264%
Returns for 3 years17.7721.7282%
Returns for 5 years40.5058.5669%
Returns for 10 years-4.4051.14-9%
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