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FCBSX vs JVMRX
FCBSX vs JVMRX Comparison
Open Charts FCBSX vs JVMRX
Franklin Mutual U.S. Mid Cap Value C
Price$34.74
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FCBSX vs JVMRX Comparison Chart in %
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FCBSX vs. JVMRX 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 FCBSX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. FCBSX (782M). JVMRX pays higher dividends than FCBSX: JVMRX (0.88) vs FCBSX (0.45). FCBSX was incepted earlier than JVMRX: FCBSX (24 years) vs JVMRX (14 years). FCBSX (1.67) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. FCBSX (37.84). FCBSX has a lower initial minimum investment than JVMRX: FCBSX (1000) vs JVMRX (1000000). FCBSX annual gain was more profitable for investors over the last year : 8.03 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. FCBSX (42.68).
| FCBSX | JVMRX | FCBSX / JVMRX | |
| Total Expense Ratio | 1.65 | 0.75 | 220% |
| Annual Report Gross Expense Ratio | 1.67 | 0.76 | 220% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 5.947 | 8.500 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 0.45 | 0.88 | 51% |
| Returns for 1 year | 8.03 | 3.59 | 223% |
| Returns for 3 years | 18.80 | 24.14 | 78% |
| Returns for 5 years | 42.68 | 63.32 | 67% |
| Returns for 10 years | -12.25 | 49.30 | -25% |