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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$36.47
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets745.63M
JHancock Disciplined Value Mid Cap R4
Price$29.91
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
FRBSX vs JVMTX Comparison Chart in %
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FRBSX vs. JVMTX commentary
Nov 14, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. FRBSX (746M). FRBSX pays higher dividends than JVMTX: FRBSX (1.19) vs JVMTX (0.63). FRBSX was incepted earlier than JVMTX: FRBSX (36 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than FRBSX (0.92). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FRBSX (37.84). JVMTX has a lower initial minimum investment than FRBSX: JVMTX (0) vs FRBSX (1000). JVMTX annual gain was more profitable for investors over the last year : -5.56 vs. FRBSX (-6.01). JVMTX return over 5 years is better than : 37.55 vs. FRBSX (22.52).
| 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 | 12 years | - |
| Gain YTD | 5.283 | 11.148 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 24.2B | 3% |
| Annual Yield % from dividends | 1.19 | 0.63 | 190% |
| Returns for 1 year | -6.01 | -5.56 | 108% |
| Returns for 3 years | 11.35 | 14.99 | 76% |
| Returns for 5 years | 22.52 | 37.55 | 60% |
| Returns for 10 years | -3.51 | 52.90 | -7% |
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