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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$37.44
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets785.91M
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
FRBSX vs JVMRX Comparison Chart in %
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FRBSX vs. JVMRX commentary
Sep 10, 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: 24.4B vs. FRBSX (786M). FRBSX pays higher dividends than JVMRX: FRBSX (1.15) vs JVMRX (0.84). FRBSX was incepted earlier than JVMRX: FRBSX (35 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 : 4.67 vs. FRBSX (3.84). JVMRX return over 5 years is better than : 57.18 vs. FRBSX (39.62).
| FRBSX | JVMRX | FRBSX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 0.92 | 0.75 | 123% |
| Fund Existence | 35 years | 14 years | - |
| Gain YTD | 8.083 | 12.324 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 24.4B | 3% |
| Annual Yield % from dividends | 1.15 | 0.84 | 136% |
| Returns for 1 year | 3.84 | 4.67 | 82% |
| Returns for 3 years | 16.39 | 20.07 | 82% |
| Returns for 5 years | 39.62 | 57.18 | 69% |
| Returns for 10 years | 2.81 | 60.40 | 5% |