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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$37.08
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FBSRX vs JVMSX Comparison Chart in %
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FBSRX vs. JVMSX commentary
Jul 07, 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: 22.6B vs. FBSRX (782M). 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: 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 : 8.97 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. FBSRX (46.79).
| 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 | 6.216 | 8.206 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 0.93 | 0.42 | 221% |
| Returns for 1 year | 8.97 | 3.00 | 299% |
| Returns for 3 years | 20.61 | 22.77 | 91% |
| Returns for 5 years | 46.79 | 60.52 | 77% |
| Returns for 10 years | -7.46 | 44.56 | -17% |
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