Interact to see
Advertisement
Advertisement
FCBSX vs JVMSX
FCBSX vs JVMSX Comparison
Open Charts FCBSX vs JVMSX
Franklin Mutual U.S. Mid Cap Value C
Price$35.25
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets783.24M
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
FCBSX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCBSX vs. JVMSX commentary
Sep 09, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. FCBSX (783M). FCBSX pays higher dividends than JVMSX: FCBSX (0.43) vs JVMSX (0.40). FCBSX was incepted earlier than JVMSX: FCBSX (25 years) vs JVMSX (14 years). FCBSX (1.67) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FCBSX (37.84). JVMSX has a lower initial minimum investment than FCBSX: JVMSX (0) vs FCBSX (1000). JVMSX annual gain was more profitable for investors over the last year : 2.46 vs. FCBSX (1.59). JVMSX return over 5 years is better than : 52.77 vs. FCBSX (33.82).
| FCBSX | JVMSX | FCBSX / JVMSX | |
| Total Expense Ratio | 1.65 | 1.24 | 133% |
| Annual Report Gross Expense Ratio | 1.67 | 1.25 | 134% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.838 | 11.712 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 24.4B | 3% |
| Annual Yield % from dividends | 0.43 | 0.40 | 107% |
| Returns for 1 year | 1.59 | 2.46 | 65% |
| Returns for 3 years | 19.42 | 23.90 | 81% |
| Returns for 5 years | 33.82 | 52.77 | 64% |
| Returns for 10 years | -3.98 | 54.59 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement