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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$36.66
Change+$0.44 (+1.21%)
VolumeN/A
Net Assets746.48M
JHancock Disciplined Value Mid Cap R2
Price$30.08
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets24.51B
FRBSX vs JVMSX Comparison Chart in %
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FRBSX vs. JVMSX commentary
Dec 04, 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: 24.5B vs. FRBSX (746M). FRBSX pays higher dividends than JVMSX: FRBSX (1.18) vs JVMSX (0.40). 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 annual gain was more profitable for investors over the last year : -6.32 vs. FRBSX (-8.23). JVMSX return over 5 years is better than : 31.69 vs. FRBSX (16.32).
| 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 | 4.619 | 11.600 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 24.5B | 3% |
| Annual Yield % from dividends | 1.18 | 0.40 | 299% |
| Returns for 1 year | -8.23 | -6.32 | 130% |
| Returns for 3 years | 8.01 | 13.46 | 59% |
| Returns for 5 years | 16.32 | 31.69 | 51% |
| Returns for 10 years | -6.37 | 46.38 | -14% |
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