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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$37.05
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets778.28M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
FBSRX vs JVMTX Comparison Chart in %
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FBSRX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. FBSRX (778M). FBSRX pays higher dividends than JVMTX: FBSRX (0.93) vs JVMTX (0.65). FBSRX was incepted earlier than JVMTX: FBSRX (24 years) vs JVMTX (12 years). FBSRX (1.17) is less costly to investors than JVMTX (1.11). 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). FBSRX annual gain was more profitable for investors over the last year : 3.38 vs. JVMTX (1.07). JVMTX return over 5 years is better than : 57.29 vs. FBSRX (40.50).
| FBSRX | JVMTX | FBSRX / JVMTX | |
| Total Expense Ratio | 1.15 | 1.00 | 115% |
| Annual Report Gross Expense Ratio | 1.17 | 1.11 | 105% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 6.130 | 9.253 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 23.1B | 3% |
| Annual Yield % from dividends | 0.93 | 0.65 | 143% |
| Returns for 1 year | 3.38 | 1.07 | 316% |
| Returns for 3 years | 17.77 | 21.15 | 84% |
| Returns for 5 years | 40.50 | 57.29 | 71% |
| Returns for 10 years | -4.40 | 48.90 | -9% |
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