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FCBSX vs JVMTX
FCBSX vs JVMTX Comparison
Open Charts FCBSX vs JVMTX
Franklin Mutual U.S. Mid Cap Value C
Price$34.46
Change+$0.41 (+1.20%)
VolumeN/A
Net Assets746.48M
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
FCBSX vs JVMTX Comparison Chart in %
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FCBSX vs. JVMTX commentary
Dec 04, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. FCBSX (746M). JVMTX pays higher dividends than FCBSX: JVMTX (0.61) vs FCBSX (0.44). FCBSX was incepted earlier than JVMTX: FCBSX (25 years) vs JVMTX (12 years). FCBSX (1.67) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FCBSX (37.84). JVMTX has a lower initial minimum investment than FCBSX: JVMTX (0) vs FCBSX (1000). JVMTX annual gain was more profitable for investors over the last year : -6.05 vs. FCBSX (-9.23). JVMTX return over 5 years is better than : 32.95 vs. FCBSX (12.38).
| FCBSX | JVMTX | FCBSX / JVMTX | |
| Total Expense Ratio | 1.65 | 0.99 | 167% |
| Annual Report Gross Expense Ratio | 1.67 | 1.10 | 152% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 3.873 | 11.891 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 24.5B | 3% |
| Annual Yield % from dividends | 0.44 | 0.61 | 72% |
| Returns for 1 year | -9.23 | -6.05 | 153% |
| Returns for 3 years | 5.91 | 14.12 | 42% |
| Returns for 5 years | 12.38 | 32.95 | 38% |
| Returns for 10 years | -11.65 | 48.86 | -24% |
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