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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$37.44
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets785.91M
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
FRBSX vs JVMSX Comparison Chart in %
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FRBSX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. FRBSX (786M). FRBSX pays higher dividends than JVMSX: FRBSX (1.15) vs JVMSX (0.40). FRBSX was incepted earlier than JVMSX: FRBSX (35 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 annual gain was more profitable for investors over the last year : 4.09 vs. FRBSX (3.84). JVMSX return over 5 years is better than : 54.47 vs. FRBSX (39.62).
| FRBSX | JVMSX | FRBSX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.92 | 1.25 | 74% |
| Fund Existence | 35 years | 14 years | - |
| Gain YTD | 8.083 | 11.936 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 24.4B | 3% |
| Annual Yield % from dividends | 1.15 | 0.40 | 286% |
| Returns for 1 year | 3.84 | 4.09 | 94% |
| Returns for 3 years | 16.39 | 18.75 | 87% |
| Returns for 5 years | 39.62 | 54.47 | 73% |
| Returns for 10 years | 2.81 | 55.37 | 5% |
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