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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$36.97
Change+$0.45 (+1.23%)
VolumeN/A
Net Assets764.78M
JHancock Disciplined Value Mid Cap C
Price$26.89
Change-$0.78 (-2.82%)
VolumeN/A
Net Assets24.66B
FRBSX vs JVMCX Comparison Chart in %
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FRBSX vs. JVMCX commentary
Feb 05, 2026
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 Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.7B vs. FRBSX (765M). FRBSX pays higher dividends than JVMCX: FRBSX (1.00) vs JVMCX (0.00). FRBSX was incepted earlier than JVMCX: FRBSX (36 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FRBSX (0.92). JVMCX (49.00) and FRBSX (48.72) have comparable annual turnover. FRBSX (1000) and JVMCX (1000) have matching initial minimum investment requirements. FRBSX annual gain was more profitable for investors over the last year : 5.19 vs. JVMCX (3.34). FRBSX (16.05) and JVMCX (15.97) have equivalent 5 years return.
| FRBSX | JVMCX | FRBSX / JVMCX | |
| Total Expense Ratio | 0.90 | 1.85 | 49% |
| Annual Report Gross Expense Ratio | 0.92 | 1.86 | 49% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 4.731 | 5.121 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 24.7B | 3% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 5.19 | 3.34 | 155% |
| Returns for 3 years | 10.20 | 6.94 | 147% |
| Returns for 5 years | 16.05 | 15.97 | 100% |
| Returns for 10 years | 29.17 | 61.82 | 47% |
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