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FBSRX vs JVMSX
FBSRX vs JVMSX Comparison
Open Charts FBSRX vs JVMSX
Franklin Mutual U.S. Mid Cap Value R
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets751.64M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
FBSRX vs JVMSX Comparison Chart in %
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FBSRX vs. JVMSX commentary
Dec 28, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FBSRX (752M). FBSRX pays higher dividends than JVMSX: FBSRX (0.92) vs JVMSX (0.40). FBSRX was incepted earlier than JVMSX: FBSRX (24 years) vs JVMSX (14 years). JVMSX (1.25) 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 : 2.53 vs. JVMSX (2.29). JVMSX return over 5 years is better than : 22.25 vs. FBSRX (17.19).
| FBSRX | JVMSX | FBSRX / JVMSX | |
| Total Expense Ratio | 1.15 | 1.24 | 93% |
| Annual Report Gross Expense Ratio | 1.17 | 1.25 | 94% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.409 | 3.506 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 23.9B | 3% |
| Annual Yield % from dividends | 0.92 | 0.40 | 232% |
| Returns for 1 year | 2.53 | 2.29 | 111% |
| Returns for 3 years | 14.72 | 15.22 | 97% |
| Returns for 5 years | 17.19 | 22.25 | 77% |
| Returns for 10 years | 10.07 | 46.26 | 22% |
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