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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$36.97
Change+$0.45 (+1.23%)
VolumeN/A
Net Assets764.78M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
FRBSX vs JVMTX Comparison Chart in %
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FRBSX vs. JVMTX commentary
Feb 05, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FRBSX (765M). FRBSX pays higher dividends than JVMTX: FRBSX (1.00) vs JVMTX (0.60). FRBSX was incepted earlier than JVMTX: FRBSX (36 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than FRBSX (0.92). JVMTX (49.00) and FRBSX (48.72) have comparable annual turnover. 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 : 5.19 vs. JVMTX (4.79). JVMTX return over 5 years is better than : 22.28 vs. FRBSX (16.05).
| FRBSX | JVMTX | FRBSX / JVMTX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.92 | 1.10 | 84% |
| Fund Existence | 36 years | 13 years | - |
| Gain YTD | 4.731 | 5.177 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 24.7B | 3% |
| Annual Yield % from dividends | 1.00 | 0.60 | 169% |
| Returns for 1 year | 5.19 | 4.79 | 108% |
| Returns for 3 years | 10.20 | 11.22 | 91% |
| Returns for 5 years | 16.05 | 22.28 | 72% |
| Returns for 10 years | 29.17 | 76.80 | 38% |
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