Interact to see
Advertisement
Advertisement
FBSRX vs JVMSX
FBSRX vs JVMSX Comparison
Open Charts FBSRX vs JVMSX
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 R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
FBSRX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSRX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. FBSRX (778M). FBSRX pays higher dividends than JVMSX: FBSRX (0.93) vs JVMSX (0.42). FBSRX was incepted earlier than JVMSX: FBSRX (24 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FBSRX (1.17). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FBSRX (37.84). JVMSX has a lower initial minimum investment than FBSRX: JVMSX (0) vs FBSRX (1000). FBSRX annual gain was more profitable for investors over the last year : 3.38 vs. JVMSX (0.75). JVMSX return over 5 years is better than : 55.91 vs. FBSRX (40.50).
| FBSRX | JVMSX | FBSRX / JVMSX | |
| Total Expense Ratio | 1.15 | 1.25 | 92% |
| Annual Report Gross Expense Ratio | 1.17 | 1.26 | 93% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 6.130 | 9.064 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 23.1B | 3% |
| Annual Yield % from dividends | 0.93 | 0.42 | 221% |
| Returns for 1 year | 3.38 | 0.75 | 448% |
| Returns for 3 years | 17.77 | 20.42 | 87% |
| Returns for 5 years | 40.50 | 55.91 | 72% |
| Returns for 10 years | -4.40 | 46.42 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers