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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$36.80
Change+$0.35 (+0.96%)
VolumeN/A
Net Assets755.44M
JHancock Disciplined Value Mid Cap I
Price$29.90
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
FRBSX vs JVMIX Comparison Chart in %
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FRBSX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. FRBSX (755M). FRBSX pays higher dividends than JVMIX: FRBSX (1.17) vs JVMIX (0.74). FRBSX was incepted earlier than JVMIX: FRBSX (36 years) vs JVMIX (28 years). FRBSX (0.92) is less costly to investors than JVMIX (0.86). 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 : -3.81 vs. JVMIX (-4.87). JVMIX return over 5 years is better than : 47.49 vs. FRBSX (31.99).
| 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 | 28 years | - |
| Gain YTD | 5.225 | 9.759 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 23.9B | 3% |
| Annual Yield % from dividends | 1.17 | 0.74 | 158% |
| Returns for 1 year | -3.81 | -4.87 | 78% |
| Returns for 3 years | 21.06 | 25.37 | 83% |
| Returns for 5 years | 31.99 | 47.49 | 67% |
| Returns for 10 years | -3.73 | 51.49 | -7% |
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