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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$35.00
Change-$0.48 (-1.35%)
VolumeN/A
Net Assets745.7M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FRBSX vs JVMTX Comparison Chart
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FRBSX vs. JVMTX commentary
Jun 15, 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: 21.5B vs. FRBSX (746M). FRBSX pays higher dividends than JVMTX: FRBSX (1.24) vs JVMTX (0.67). 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 : 2.22 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. FRBSX (38.49).
| 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 | 1.039 | 2.453 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 21.5B | 3% |
| Annual Yield % from dividends | 1.24 | 0.67 | 185% |
| Returns for 1 year | 2.22 | -3.01 | -74% |
| Returns for 3 years | 15.49 | 16.50 | 94% |
| Returns for 5 years | 38.49 | 51.48 | 75% |
| Returns for 10 years | -14.59 | 35.66 | -41% |
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