Interact to see
Advertisement
Advertisement
FRBSX vs JVMIX
FRBSX vs JVMIX Comparison
Open Charts FRBSX vs JVMIX
Franklin Mutual U.S. Mid Cap Value A
Price$36.78
Change-$0.18 (-0.49%)
VolumeN/A
Net Assets773.07M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
FRBSX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBSX vs. JVMIX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FRBSX (773M). FRBSX pays higher dividends than JVMIX: FRBSX (1.20) vs JVMIX (0.76). 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 : 2.18 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. FRBSX (35.41).
| FRBSX | JVMIX | FRBSX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.87 | 103% |
| Annual Report Gross Expense Ratio | 0.92 | 0.88 | 105% |
| Fund Existence | 35 years | 28 years | - |
| Gain YTD | 6.178 | 8.980 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 23.6B | 3% |
| Annual Yield % from dividends | 1.20 | 0.76 | 158% |
| Returns for 1 year | 2.18 | 0.76 | 287% |
| Returns for 3 years | 9.36 | 11.90 | 79% |
| Returns for 5 years | 35.41 | 50.10 | 71% |
| Returns for 10 years | -3.82 | 45.29 | -8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| REET | 24.89 | 0.10 | +0.40% |
| iShares Global REIT ETF | |||
| CPNS | 26.62 | 0.01 | +0.02% |
| Calamos Nasdaq-100 Str Alt Prt ETF-Sep | |||
| PZT | 21.44 | N/A | N/A |
| Invesco New York AMT-Free Muni Bd ETF | |||
| IWMW | 39.40 | -0.13 | -0.32% |
| iShares Russell 2000 BuyWrite ETF | |||
| JPSE | 47.72 | -0.27 | -0.56% |
| JPMorgan Divers Ret US Small Cap Eq ETF | |||