FBSRX
Price
$37.05
Change
+$0.09 (+0.24%)
Updated
Jul 25 closing price
Net Assets
778.28M
JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
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FBSRX vs JVMSX

Header iconFBSRX vs JVMSX Comparison
Open Charts FBSRX vs JVMSXBanner chart's image
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 %
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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.

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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).
FBSRXJVMSXFBSRX / JVMSX
Total Expense Ratio1.151.2592%
Annual Report Gross Expense Ratio1.171.2693%
Fund Existence24 years13 years-
Gain YTD6.1309.06468%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets778M23.1B3%
Annual Yield % from dividends0.930.42221%
Returns for 1 year3.380.75448%
Returns for 3 years17.7720.4287%
Returns for 5 years40.5055.9172%
Returns for 10 years-4.4046.42-9%
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