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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$37.66
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets783.24M
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
FBSRX vs JVMRX Comparison Chart in %
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FBSRX vs. JVMRX commentary
Sep 10, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. FBSRX (783M). FBSRX pays higher dividends than JVMRX: FBSRX (0.89) vs JVMRX (0.84). 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 : 4.67 vs. FBSRX (3.62). JVMRX return over 5 years is better than : 57.18 vs. FBSRX (38.87).
| 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 | 7.877 | 12.324 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 24.4B | 3% |
| Annual Yield % from dividends | 0.89 | 0.84 | 106% |
| Returns for 1 year | 3.62 | 4.67 | 77% |
| Returns for 3 years | 15.92 | 20.07 | 79% |
| Returns for 5 years | 38.87 | 57.18 | 68% |
| Returns for 10 years | 2.30 | 60.40 | 4% |
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