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$34.70
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets778.28M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
FCBSX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCBSX vs. JVMSX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. FCBSX (778M). FCBSX pays higher dividends than JVMSX: FCBSX (0.45) vs JVMSX (0.42). FCBSX was incepted earlier than JVMSX: FCBSX (24 years) vs JVMSX (13 years). FCBSX (1.67) is less costly to investors than JVMSX (1.26). 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). FCBSX annual gain was more profitable for investors over the last year : 2.51 vs. JVMSX (0.75). JVMSX return over 5 years is better than : 55.91 vs. FCBSX (36.53).
| FCBSX | JVMSX | FCBSX / JVMSX | |
| Total Expense Ratio | 1.65 | 1.25 | 132% |
| Annual Report Gross Expense Ratio | 1.67 | 1.26 | 133% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 5.825 | 9.064 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 23.1B | 3% |
| Annual Yield % from dividends | 0.45 | 0.42 | 107% |
| Returns for 1 year | 2.51 | 0.75 | 333% |
| Returns for 3 years | 15.99 | 20.42 | 78% |
| Returns for 5 years | 36.53 | 55.91 | 65% |
| Returns for 10 years | -9.34 | 46.42 | -20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers