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FCBSX vs JVMIX
FCBSX vs JVMIX Comparison
Open Charts FCBSX vs JVMIX
Franklin Mutual U.S. Mid Cap Value C
Price$34.29
Change+$0.21 (+0.62%)
VolumeN/A
Net Assets755.44M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
FCBSX vs JVMIX Comparison Chart in %
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FCBSX vs. JVMIX commentary
Oct 19, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. FCBSX (755M). JVMIX pays higher dividends than FCBSX: JVMIX (0.74) vs FCBSX (0.44). FCBSX was incepted earlier than JVMIX: FCBSX (25 years) vs JVMIX (28 years). FCBSX (1.67) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FCBSX (37.84). FCBSX has a lower initial minimum investment than JVMIX: FCBSX (1000) vs JVMIX (250000). FCBSX (-4.83) and JVMIX (-4.87) have marching annual gain over last year. JVMIX return over 5 years is better than : 47.49 vs. FCBSX (27.53).
| FCBSX | JVMIX | FCBSX / JVMIX | |
| Total Expense Ratio | 1.65 | 0.85 | 194% |
| Annual Report Gross Expense Ratio | 1.67 | 0.86 | 194% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 4.575 | 9.759 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 23.9B | 3% |
| Annual Yield % from dividends | 0.44 | 0.74 | 59% |
| Returns for 1 year | -4.83 | -4.87 | 99% |
| Returns for 3 years | 18.71 | 25.37 | 74% |
| Returns for 5 years | 27.53 | 47.49 | 58% |
| Returns for 10 years | -9.16 | 51.49 | -18% |
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