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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$37.49
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets754.88M
JHancock Disciplined Value Mid Cap R2
Price$30.58
Change+$0.26 (+0.86%)
VolumeN/A
Net Assets24.55B
FRBSX vs JVMSX Comparison Chart in %
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FRBSX vs. JVMSX commentary
Dec 13, 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 (755M). 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). FRBSX annual gain was more profitable for investors over the last year : -1.73 vs. JVMSX (-2.21). JVMSX return over 5 years is better than : 34.25 vs. FRBSX (19.48).
| 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 | 8.227 | 14.062 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 24.5B | 3% |
| Annual Yield % from dividends | 1.18 | 0.40 | 299% |
| Returns for 1 year | -1.73 | -2.21 | 78% |
| Returns for 3 years | 13.68 | 18.68 | 73% |
| Returns for 5 years | 19.48 | 34.25 | 57% |
| Returns for 10 years | 2.04 | 56.73 | 4% |
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