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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$37.25
Change+$0.52 (+1.42%)
VolumeN/A
Net Assets764.78M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
FBSRX vs JVMTX Comparison Chart in %
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FBSRX vs. JVMTX commentary
Feb 04, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FBSRX (765M). FBSRX pays higher dividends than JVMTX: FBSRX (0.77) vs JVMTX (0.60). FBSRX was incepted earlier than JVMTX: FBSRX (24 years) vs JVMTX (13 years). FBSRX (1.17) is less costly to investors than JVMTX (1.10). JVMTX (49.00) and FBSRX (48.72) have comparable annual turnover. JVMTX has a lower initial minimum investment than FBSRX: JVMTX (0) vs FBSRX (1000). FBSRX (4.96) and JVMTX (4.79) have marching annual gain over last year. JVMTX return over 5 years is better than : 22.28 vs. FBSRX (15.09).
| 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 | 13 years | - |
| Gain YTD | 4.723 | 5.177 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 24.7B | 3% |
| Annual Yield % from dividends | 0.77 | 0.60 | 129% |
| Returns for 1 year | 4.96 | 4.79 | 104% |
| Returns for 3 years | 9.45 | 11.22 | 84% |
| Returns for 5 years | 15.09 | 22.28 | 68% |
| Returns for 10 years | 28.12 | 76.80 | 37% |
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