Interact to see
Advertisement
Advertisement
FBSRX vs JVMTX
FBSRX vs JVMTX Comparison
Open Charts FBSRX vs JVMTX
Franklin Mutual U.S. Mid Cap Value R
Price$37.69
Change+$0.30 (+0.80%)
VolumeN/A
Net Assets754.88M
JHancock Disciplined Value Mid Cap R4
Price$30.77
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets24.55B
FBSRX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSRX vs. JVMTX commentary
Dec 13, 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 (755M). 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 (-1.92) and FBSRX (-1.94) have marching annual gain over last year. JVMTX return over 5 years is better than : 35.45 vs. FBSRX (18.83).
| 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 | 7.963 | 14.344 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 24.5B | 3% |
| Annual Yield % from dividends | 0.92 | 0.61 | 149% |
| Returns for 1 year | -1.94 | -1.92 | 101% |
| Returns for 3 years | 13.21 | 19.34 | 68% |
| Returns for 5 years | 18.83 | 35.45 | 53% |
| Returns for 10 years | 1.56 | 59.34 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IVLU | 38.49 | 0.42 | +1.10% |
| iShares Edge MSCI Intl Value Factor ETF | |||
| TXSS | 26.94 | N/A | N/A |
| Texas Capital Texas Sm Cp Eq Idx ETF | |||
| TSEP | 23.57 | -0.07 | -0.29% |
| FT Vest Emerging Mkts Buffr ETF - Sep | |||
| KBWD | 13.90 | -0.06 | -0.43% |
| Invesco KBW High Dividend Yld Fincl ETF | |||
| FTXN | 28.94 | -0.26 | -0.90% |
| First Trust Nasdaq Oil & Gas ETF | |||