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FCBSX vs JVMSX
FCBSX vs JVMSX Comparison
Open Charts FCBSX vs JVMSX
Franklin Mutual U.S. Mid Cap Value C
Price$33.01
Change-$0.46 (-1.37%)
VolumeN/A
Net Assets745.7M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FCBSX vs JVMSX Comparison Chart
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FCBSX vs. JVMSX commentary
Jun 16, 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: 21.5B vs. FCBSX (746M). FCBSX pays higher dividends than JVMSX: FCBSX (0.46) vs JVMSX (0.43). 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: 47.00 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 : 1.11 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. FCBSX (33.78).
| 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 | 0.671 | 2.313 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 21.5B | 3% |
| Annual Yield % from dividends | 0.46 | 0.43 | 107% |
| Returns for 1 year | 1.11 | -3.29 | -34% |
| Returns for 3 years | 13.23 | 15.80 | 84% |
| Returns for 5 years | 33.78 | 50.13 | 67% |
| Returns for 10 years | -19.42 | 33.43 | -58% |
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