FBSRX
Price
$37.08
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
782.08M
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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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$37.08
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.

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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).
FBSRXJVMSXFBSRX / JVMSX
Total Expense Ratio1.151.2592%
Annual Report Gross Expense Ratio1.171.2693%
Fund Existence24 years13 years-
Gain YTD6.2168.20676%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets782M22.6B3%
Annual Yield % from dividends0.930.42221%
Returns for 1 year8.973.00299%
Returns for 3 years20.6122.7791%
Returns for 5 years46.7960.5277%
Returns for 10 years-7.4644.56-17%
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