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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$36.26
Change-$0.41 (-1.12%)
VolumeN/A
Net Assets747.95M
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
FBSRX vs JVMSX Comparison Chart in %
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FBSRX vs. JVMSX commentary
Nov 14, 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: 24.2B vs. FBSRX (748M). FBSRX pays higher dividends than JVMSX: FBSRX (0.93) vs JVMSX (0.41). 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). JVMSX (-6.92) and FBSRX (-7.14) have marching annual gain over last year. JVMSX return over 5 years is better than : 34.53 vs. FBSRX (20.49).
| 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 | 3.867 | 9.437 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 24.2B | 3% |
| Annual Yield % from dividends | 0.93 | 0.41 | 228% |
| Returns for 1 year | -7.14 | -6.92 | 103% |
| Returns for 3 years | 11.17 | 14.26 | 78% |
| Returns for 5 years | 20.49 | 34.53 | 59% |
| Returns for 10 years | -6.15 | 46.70 | -13% |
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