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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$35.23
Change-$0.48 (-1.34%)
VolumeN/A
Net Assets745.7M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FBSRX vs JVMSX Comparison Chart
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FBSRX vs. JVMSX commentary
Jun 16, 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: 21.5B vs. FBSRX (746M). FBSRX pays higher dividends than JVMSX: FBSRX (0.96) vs JVMSX (0.43). FBSRX was incepted earlier than JVMSX: FBSRX (23 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: 47.00 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 : 1.99 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. FBSRX (37.71).
| FBSRX | JVMSX | FBSRX / JVMSX | |
| Total Expense Ratio | 1.15 | 1.25 | 92% |
| Annual Report Gross Expense Ratio | 1.17 | 1.26 | 93% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 0.917 | 2.313 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 21.5B | 3% |
| Annual Yield % from dividends | 0.96 | 0.43 | 222% |
| Returns for 1 year | 1.99 | -3.29 | -60% |
| Returns for 3 years | 15.00 | 15.80 | 95% |
| Returns for 5 years | 37.71 | 50.13 | 75% |
| Returns for 10 years | -15.01 | 33.43 | -45% |
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