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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$34.65
Change-$0.17 (-0.49%)
VolumeN/A
Net Assets773.07M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
FCBSX vs JVMSX Comparison Chart in %
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FCBSX vs. JVMSX commentary
Aug 17, 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: 23.6B vs. FCBSX (773M). FCBSX pays higher dividends than JVMSX: FCBSX (0.45) vs JVMSX (0.41). 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 : 1.11 vs. JVMSX (0.34). JVMSX return over 5 years is better than : 48.09 vs. FCBSX (30.84).
| 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 | 5.672 | 8.728 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 23.6B | 3% |
| Annual Yield % from dividends | 0.45 | 0.41 | 109% |
| Returns for 1 year | 1.11 | 0.34 | 326% |
| Returns for 3 years | 7.25 | 10.96 | 66% |
| Returns for 5 years | 30.84 | 48.09 | 64% |
| Returns for 10 years | -9.24 | 41.60 | -22% |
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