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FRBSX vs JVMIX
FRBSX vs JVMIX Comparison
Open Charts FRBSX vs JVMIX
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 I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
FRBSX vs JVMIX Comparison Chart in %
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FRBSX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. FRBSX (765M). FRBSX pays higher dividends than JVMIX: FRBSX (1.00) vs JVMIX (0.72). FRBSX was incepted earlier than JVMIX: FRBSX (36 years) vs JVMIX (29 years). FRBSX (0.92) is less costly to investors than JVMIX (0.86). JVMIX (49.00) and FRBSX (48.72) have comparable annual turnover. FRBSX has a lower initial minimum investment than JVMIX: FRBSX (1000) vs JVMIX (250000). FRBSX (5.19) and JVMIX (4.96) have marching annual gain over last year. JVMIX return over 5 years is better than : 23.04 vs. FRBSX (16.05).
| FRBSX | JVMIX | FRBSX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 0.92 | 0.86 | 107% |
| Fund Existence | 36 years | 29 years | - |
| Gain YTD | 4.731 | 5.206 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 24.7B | 3% |
| Annual Yield % from dividends | 1.00 | 0.72 | 139% |
| Returns for 1 year | 5.19 | 4.96 | 105% |
| Returns for 3 years | 10.20 | 11.72 | 87% |
| Returns for 5 years | 16.05 | 23.04 | 70% |
| Returns for 10 years | 29.17 | 78.79 | 37% |
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