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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$34.70
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets778.28M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
FCBSX vs JVMTX Comparison Chart in %
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FCBSX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. FCBSX (778M). 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: 49.00 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 : 2.51 vs. JVMTX (1.07). JVMTX return over 5 years is better than : 57.29 vs. FCBSX (36.53).
| 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 | 5.825 | 9.253 | 63% |
| 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 | 0.65 | 69% |
| Returns for 1 year | 2.51 | 1.07 | 235% |
| Returns for 3 years | 15.99 | 21.15 | 76% |
| Returns for 5 years | 36.53 | 57.29 | 64% |
| Returns for 10 years | -9.34 | 48.90 | -19% |
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