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FRBSX vs JVMTX
FRBSX vs JVMTX Comparison
Open Charts FRBSX vs JVMTX
Franklin Mutual U.S. Mid Cap Value A
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets782.08M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FRBSX vs JVMTX Comparison Chart in %
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FRBSX vs. JVMTX commentary
Jul 06, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FRBSX (782M). FRBSX pays higher dividends than JVMTX: FRBSX (1.19) vs JVMTX (0.65). FRBSX was incepted earlier than JVMTX: FRBSX (35 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FRBSX (0.92). JVMTX is a more actively managed with annual turnover of: 47.00 vs. FRBSX (37.84). JVMTX has a lower initial minimum investment than FRBSX: JVMTX (0) vs FRBSX (1000). FRBSX annual gain was more profitable for investors over the last year : 9.17 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. FRBSX (47.58).
| FRBSX | JVMTX | FRBSX / JVMTX | |
| Total Expense Ratio | 0.90 | 1.00 | 90% |
| Annual Report Gross Expense Ratio | 0.92 | 1.11 | 83% |
| Fund Existence | 35 years | 12 years | - |
| Gain YTD | 6.351 | 8.361 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 22.6B | 3% |
| Annual Yield % from dividends | 1.19 | 0.65 | 184% |
| Returns for 1 year | 9.17 | 3.31 | 277% |
| Returns for 3 years | 21.10 | 23.47 | 90% |
| Returns for 5 years | 47.58 | 61.96 | 77% |
| Returns for 10 years | -7.02 | 46.97 | -15% |
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