FBSRX
Price
$37.08
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
782.08M
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FBSRX vs JVMTX

Header iconFBSRX vs JVMTX Comparison
Open Charts FBSRX vs JVMTXBanner 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 R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FBSRX vs JVMTX Comparison Chart in %
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FBSRX vs. JVMTX 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 JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FBSRX (782M). 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: 47.00 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 : 8.97 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. FBSRX (46.79).
FBSRXJVMTXFBSRX / JVMTX
Total Expense Ratio1.151.00115%
Annual Report Gross Expense Ratio1.171.11105%
Fund Existence24 years12 years-
Gain YTD6.2168.36174%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets782M22.6B3%
Annual Yield % from dividends0.930.65143%
Returns for 1 year8.973.31271%
Returns for 3 years20.6123.4788%
Returns for 5 years46.7961.9676%
Returns for 10 years-7.4646.97-16%
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