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$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FRBSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBSX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. FRBSX (782M). FRBSX pays higher dividends than JVMRX: FRBSX (1.19) vs JVMRX (0.88). 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: 47.00 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 : 9.17 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. FRBSX (47.58).
| 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 | 6.351 | 8.500 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 1.19 | 0.88 | 136% |
| Returns for 1 year | 9.17 | 3.59 | 255% |
| Returns for 3 years | 21.10 | 24.14 | 87% |
| Returns for 5 years | 47.58 | 63.32 | 75% |
| Returns for 10 years | -7.02 | 49.30 | -14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement