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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$36.52
Change-$0.30 (-0.81%)
VolumeN/A
Net Assets778.28M
JHancock Disciplined Value Mid Cap R6
Price$29.35
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets23.06B
FRBSX vs JVMRX Comparison Chart in %
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FRBSX vs. JVMRX commentary
Jul 29, 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: 23.1B vs. FRBSX (778M). 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: 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 : 3.60 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. FRBSX (41.32).
| 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 | 6.293 | 9.354 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 23.1B | 3% |
| Annual Yield % from dividends | 1.19 | 0.88 | 136% |
| Returns for 1 year | 3.60 | 1.28 | 281% |
| Returns for 3 years | 18.26 | 21.72 | 84% |
| Returns for 5 years | 41.32 | 58.56 | 71% |
| Returns for 10 years | -3.93 | 51.14 | -8% |
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