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FRBSX vs JVMCX
FRBSX vs JVMCX Comparison
Open Charts FRBSX vs JVMCX
Franklin Mutual U.S. Mid Cap Value A
Price$36.78
Change-$0.18 (-0.49%)
VolumeN/A
Net Assets773.07M
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
FRBSX vs JVMCX Comparison Chart in %
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FRBSX vs. JVMCX commentary
Aug 18, 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 FRBSX is a Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. FRBSX (773M). FRBSX pays higher dividends than JVMCX: FRBSX (1.20) vs JVMCX (0.00). FRBSX was incepted earlier than JVMCX: FRBSX (35 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FRBSX (0.92). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FRBSX (37.84). FRBSX (1000) and JVMCX (1000) have matching initial minimum investment requirements. FRBSX annual gain was more profitable for investors over the last year : 2.18 vs. JVMCX (-0.87). JVMCX return over 5 years is better than : 43.38 vs. FRBSX (35.41).
| FRBSX | JVMCX | FRBSX / JVMCX | |
| Total Expense Ratio | 0.90 | 1.87 | 48% |
| Annual Report Gross Expense Ratio | 0.92 | 1.88 | 49% |
| Fund Existence | 35 years | 14 years | - |
| Gain YTD | 6.178 | 8.340 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 23.6B | 3% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 2.18 | -0.87 | -251% |
| Returns for 3 years | 9.36 | 8.57 | 109% |
| Returns for 5 years | 35.41 | 43.38 | 82% |
| Returns for 10 years | -3.82 | 32.89 | -12% |
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