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FBSRX vs JVMTX
FBSRX vs JVMTX Comparison
Open Charts FBSRX vs JVMTX
Franklin Mutual U.S. Mid Cap Value R
Price$36.85
Change+$0.43 (+1.18%)
VolumeN/A
Net Assets746.48M
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
FBSRX vs JVMTX Comparison Chart in %
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FBSRX vs. JVMTX commentary
Dec 04, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. FBSRX (746M). FBSRX pays higher dividends than JVMTX: FBSRX (0.92) vs JVMTX (0.61). FBSRX was incepted earlier than JVMTX: FBSRX (24 years) vs JVMTX (12 years). FBSRX (1.17) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FBSRX (37.84). JVMTX has a lower initial minimum investment than FBSRX: JVMTX (0) vs FBSRX (1000). JVMTX annual gain was more profitable for investors over the last year : -6.05 vs. FBSRX (-8.45). JVMTX return over 5 years is better than : 32.95 vs. FBSRX (15.64).
| FBSRX | JVMTX | FBSRX / JVMTX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.17 | 1.10 | 106% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 4.354 | 11.891 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 24.5B | 3% |
| Annual Yield % from dividends | 0.92 | 0.61 | 149% |
| Returns for 1 year | -8.45 | -6.05 | 140% |
| Returns for 3 years | 7.55 | 14.12 | 53% |
| Returns for 5 years | 15.64 | 32.95 | 47% |
| Returns for 10 years | -6.83 | 48.86 | -14% |
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