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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$36.06
Change-$0.41 (-1.12%)
VolumeN/A
Net Assets747.95M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
FRBSX vs JVMIX Comparison Chart in %
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FRBSX vs. JVMIX commentary
Nov 14, 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: 24.2B vs. FRBSX (748M). FRBSX pays higher dividends than JVMIX: FRBSX (1.19) vs JVMIX (0.75). 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). JVMIX annual gain was more profitable for investors over the last year : -6.53 vs. FRBSX (-6.95). JVMIX return over 5 years is better than : 36.37 vs. FRBSX (21.14).
| 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 | 4.099 | 9.796 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 24.2B | 3% |
| Annual Yield % from dividends | 1.19 | 0.75 | 159% |
| Returns for 1 year | -6.95 | -6.53 | 106% |
| Returns for 3 years | 11.63 | 15.24 | 76% |
| Returns for 5 years | 21.14 | 36.37 | 58% |
| Returns for 10 years | -5.71 | 50.51 | -11% |
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