FRBSX
Price
$36.52
Change
-$0.30 (-0.81%)
Updated
Jul 28 closing price
Net Assets
778.28M
JVMIX
Price
$29.35
Change
-$0.11 (-0.37%)
Updated
Jul 28 closing price
Net Assets
23.06B
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FRBSX vs JVMIX

Header iconFRBSX vs JVMIX Comparison
Open Charts FRBSX vs JVMIXBanner chart's image
Franklin Mutual U.S. Mid Cap Value A
Price$36.52
Change-$0.30 (-0.81%)
VolumeN/A
Net Assets778.28M
JHancock Disciplined Value Mid Cap I
Price$29.35
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets23.06B
FRBSX vs JVMIX Comparison Chart in %
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FRBSX vs. JVMIX commentary
Jul 29, 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 JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FRBSX (778M). FRBSX pays higher dividends than JVMIX: FRBSX (1.19) vs JVMIX (0.78). FRBSX was incepted earlier than JVMIX: FRBSX (35 years) vs JVMIX (28 years). FRBSX (0.92) and JVMIX (0.88) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. FRBSX (37.84). FRBSX has a lower initial minimum investment than JVMIX: FRBSX (1000) vs JVMIX (250000). FRBSX annual gain was more profitable for investors over the last year : 3.60 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. FRBSX (41.32).
FRBSXJVMIXFRBSX / JVMIX
Total Expense Ratio0.900.87103%
Annual Report Gross Expense Ratio0.920.88105%
Fund Existence35 years28 years-
Gain YTD6.2939.31468%
Front Load6%N/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets778M23.1B3%
Annual Yield % from dividends1.190.78154%
Returns for 1 year3.601.20299%
Returns for 3 years18.2621.4785%
Returns for 5 years41.3258.0771%
Returns for 10 years-3.9350.28-8%
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