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FCBSX vs JVMAX
FCBSX vs JVMAX Comparison
Open Charts FCBSX vs JVMAX
Franklin Mutual U.S. Mid Cap Value C
Price$35.24
Change+$0.29 (+0.83%)
VolumeN/A
Net Assets754.88M
JHancock Disciplined Value Mid Cap A
Price$29.03
Change+$0.25 (+0.87%)
VolumeN/A
Net Assets24.55B
FCBSX vs JVMAX Comparison Chart in %
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FCBSX vs. JVMAX 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 FCBSX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.5B vs. FCBSX (755M). JVMAX pays higher dividends than FCBSX: JVMAX (0.55) vs FCBSX (0.44). FCBSX was incepted earlier than JVMAX: FCBSX (25 years) vs JVMAX (29 years). FCBSX (1.67) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. FCBSX (37.84). FCBSX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX (-2.64) and FCBSX (-2.76) have marching annual gain over last year. JVMAX return over 5 years is better than : 33.19 vs. FCBSX (15.49).
| FCBSX | JVMAX | FCBSX / JVMAX | |
| Total Expense Ratio | 1.65 | 1.10 | 150% |
| Annual Report Gross Expense Ratio | 1.67 | 1.11 | 150% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 7.472 | 14.201 | 53% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 24.5B | 3% |
| Annual Yield % from dividends | 0.44 | 0.55 | 81% |
| Returns for 1 year | -2.76 | -2.64 | 104% |
| Returns for 3 years | 11.51 | 17.88 | 64% |
| Returns for 5 years | 15.49 | 33.19 | 47% |
| Returns for 10 years | -3.69 | 54.58 | -7% |
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