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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$36.80
Change+$0.35 (+0.96%)
VolumeN/A
Net Assets755.44M
JHancock Disciplined Value Mid Cap C
Price$27.85
Change+$0.30 (+1.09%)
VolumeN/A
Net Assets23.85B
FRBSX vs JVMCX Comparison Chart in %
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FRBSX vs. JVMCX commentary
Oct 21, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. FRBSX (755M). FRBSX pays higher dividends than JVMCX: FRBSX (1.17) 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 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 : -3.81 vs. JVMCX (-6.45). JVMCX return over 5 years is better than : 40.87 vs. FRBSX (31.99).
| 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 | 5.225 | 8.893 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 23.9B | 3% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | -3.81 | -6.45 | 59% |
| Returns for 3 years | 21.06 | 21.60 | 97% |
| Returns for 5 years | 31.99 | 40.87 | 78% |
| Returns for 10 years | -3.73 | 38.46 | -10% |
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