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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$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FRBSX vs JVMIX Comparison Chart in %
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FRBSX vs. JVMIX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. FRBSX (782M). 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: 47.00 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 : 9.17 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. FRBSX (47.58).
| 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 | 6.351 | 8.423 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 1.19 | 0.78 | 154% |
| Returns for 1 year | 9.17 | 3.45 | 266% |
| Returns for 3 years | 21.10 | 23.84 | 88% |
| Returns for 5 years | 47.58 | 62.76 | 76% |
| Returns for 10 years | -7.02 | 48.34 | -15% |
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