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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$34.74
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FCBSX vs JVMTX Comparison Chart in %
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FCBSX vs. JVMTX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FCBSX (782M). JVMTX pays higher dividends than FCBSX: JVMTX (0.65) vs FCBSX (0.45). FCBSX was incepted earlier than JVMTX: FCBSX (24 years) vs JVMTX (12 years). FCBSX (1.67) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. FCBSX (37.84). JVMTX has a lower initial minimum investment than FCBSX: JVMTX (0) vs FCBSX (1000). FCBSX annual gain was more profitable for investors over the last year : 8.03 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. FCBSX (42.68).
| FCBSX | JVMTX | FCBSX / JVMTX | |
| Total Expense Ratio | 1.65 | 1.00 | 165% |
| Annual Report Gross Expense Ratio | 1.67 | 1.11 | 150% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 5.947 | 8.361 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 0.45 | 0.65 | 69% |
| Returns for 1 year | 8.03 | 3.31 | 242% |
| Returns for 3 years | 18.80 | 23.47 | 80% |
| Returns for 5 years | 42.68 | 61.96 | 69% |
| Returns for 10 years | -12.25 | 46.97 | -26% |
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