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FRBSX vs JVMSX
FRBSX vs JVMSX Comparison
Open Charts FRBSX vs JVMSX
Franklin Mutual U.S. Mid Cap Value A
Price$36.06
Change-$0.41 (-1.12%)
VolumeN/A
Net Assets747.95M
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
FRBSX vs JVMSX Comparison Chart in %
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FRBSX vs. JVMSX commentary
Nov 14, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. FRBSX (748M). FRBSX pays higher dividends than JVMSX: FRBSX (1.19) vs JVMSX (0.41). FRBSX was incepted earlier than JVMSX: FRBSX (36 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FRBSX (0.92). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FRBSX (37.84). JVMSX has a lower initial minimum investment than FRBSX: JVMSX (0) vs FRBSX (1000). JVMSX (-5.86) and FRBSX (-6.01) have marching annual gain over last year. JVMSX return over 5 years is better than : 36.31 vs. FRBSX (22.52).
| FRBSX | JVMSX | FRBSX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.92 | 1.25 | 74% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 5.283 | 10.891 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 24.2B | 3% |
| Annual Yield % from dividends | 1.19 | 0.41 | 294% |
| Returns for 1 year | -6.01 | -5.86 | 103% |
| Returns for 3 years | 11.35 | 14.37 | 79% |
| Returns for 5 years | 22.52 | 36.31 | 62% |
| Returns for 10 years | -3.51 | 50.42 | -7% |
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