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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$36.26
Change-$0.41 (-1.12%)
VolumeN/A
Net Assets747.95M
JHancock Disciplined Value Mid Cap R4
Price$29.52
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
FBSRX vs JVMTX Comparison Chart in %
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FBSRX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. FBSRX (748M). FBSRX pays higher dividends than JVMTX: FBSRX (0.93) vs JVMTX (0.63). 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 : -5.56 vs. FBSRX (-6.21). JVMTX return over 5 years is better than : 37.55 vs. FBSRX (21.85).
| 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 | 5.042 | 11.148 | 45% |
| 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 | 0.63 | 147% |
| Returns for 1 year | -6.21 | -5.56 | 112% |
| Returns for 3 years | 10.86 | 14.99 | 72% |
| Returns for 5 years | 21.85 | 37.55 | 58% |
| Returns for 10 years | -3.97 | 52.90 | -8% |
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