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FRBSX vs JVMRX
FRBSX vs JVMRX Comparison
Open Charts FRBSX vs JVMRX
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 R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
FRBSX vs JVMRX Comparison Chart in %
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FRBSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. FRBSX (773M). FRBSX pays higher dividends than JVMRX: FRBSX (1.20) vs JVMRX (0.86). FRBSX was incepted earlier than JVMRX: FRBSX (35 years) vs JVMRX (14 years). FRBSX (0.92) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FRBSX (37.84). FRBSX has a lower initial minimum investment than JVMRX: FRBSX (1000) vs JVMRX (1000000). FRBSX annual gain was more profitable for investors over the last year : 2.18 vs. JVMRX (0.87). JVMRX return over 5 years is better than : 50.62 vs. FRBSX (35.41).
| FRBSX | JVMRX | FRBSX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.75 | 120% |
| Annual Report Gross Expense Ratio | 0.92 | 0.76 | 121% |
| Fund Existence | 35 years | 14 years | - |
| Gain YTD | 6.178 | 9.057 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 23.6B | 3% |
| Annual Yield % from dividends | 1.20 | 0.86 | 139% |
| Returns for 1 year | 2.18 | 0.87 | 251% |
| Returns for 3 years | 9.36 | 12.17 | 77% |
| Returns for 5 years | 35.41 | 50.62 | 70% |
| Returns for 10 years | -3.82 | 46.16 | -8% |
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