Interact to see
Advertisement
Advertisement
FRBSX vs JVMRX
FRBSX vs JVMRX Comparison
Open Charts FRBSX vs JVMRX
Franklin Mutual U.S. Mid Cap Value A
Price$36.66
Change+$0.44 (+1.21%)
VolumeN/A
Net Assets746.48M
JHancock Disciplined Value Mid Cap R6
Price$30.36
Change+$0.28 (+0.93%)
VolumeN/A
Net Assets24.51B
FRBSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBSX vs. JVMRX commentary
Dec 04, 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: 24.5B vs. FRBSX (746M). FRBSX pays higher dividends than JVMRX: FRBSX (1.18) vs JVMRX (0.83). FRBSX was incepted earlier than JVMRX: FRBSX (36 years) vs JVMRX (14 years). FRBSX (0.92) is less costly to investors than JVMRX (0.75). 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). JVMRX annual gain was more profitable for investors over the last year : -5.80 vs. FRBSX (-8.23). JVMRX return over 5 years is better than : 33.99 vs. FRBSX (16.32).
| FRBSX | JVMRX | FRBSX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 0.92 | 0.75 | 123% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 4.619 | 12.138 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 24.5B | 3% |
| Annual Yield % from dividends | 1.18 | 0.83 | 142% |
| Returns for 1 year | -8.23 | -5.80 | 142% |
| Returns for 3 years | 8.01 | 14.73 | 54% |
| Returns for 5 years | 16.32 | 33.99 | 48% |
| Returns for 10 years | -6.37 | 51.15 | -12% |
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 % |
| YMAG | 14.72 | 0.08 | +0.55% |
| YieldMax Magnificent 7 Fd Of Opt IncETFs | |||
| LIVR | 29.43 | N/A | N/A |
| INTELLIGENT LIVERMORE ETF LIVR | |||
| DSMC | 35.20 | -0.03 | -0.10% |
| Distillate Small/Mid Cash Flow ETF | |||
| PST | 21.98 | -0.02 | -0.11% |
| ProShares UltraShort 7-10 Year Treasury | |||
| USRT | 58.24 | -0.12 | -0.21% |
| iShares Core US REIT ETF | |||