Ad is loading...
FBSAX vs JVMAX
FBSAX vs JVMAX Comparison
Open Charts FBSAX vs JVMAX
Franklin Mutual U.S. Mid Cap Value Adv
Price$35.17
Change+$0.47 (+1.35%)
VolumeN/A
Net Assets708.34M
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
FBSAX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. JVMAX commentary
Apr 26, 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 FBSAX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.8B vs. FBSAX (708M). FBSAX pays higher dividends than JVMAX: FBSAX (1.42) vs JVMAX (0.61). FBSAX was incepted earlier than JVMAX: FBSAX (24 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FBSAX (0.67). FBSAX is a more actively managed with annual turnover of: 64.21 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than FBSAX: JVMAX (1000) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : -4.01 vs. JVMAX (-11.62). JVMAX return over 5 years is better than : 50.79 vs. FBSAX (46.94).
| FBSAX | JVMAX | FBSAX / JVMAX | |
| Total Expense Ratio | 0.65 | 1.12 | 58% |
| Annual Report Gross Expense Ratio | 0.67 | 1.13 | 59% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -5.321 | -6.491 | 82% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 19.8B | 4% |
| Annual Yield % from dividends | 1.42 | 0.61 | 230% |
| Returns for 1 year | -4.01 | -11.62 | 35% |
| Returns for 3 years | -2.84 | -5.75 | 49% |
| Returns for 5 years | 46.94 | 50.79 | 92% |
| Returns for 10 years | -16.32 | 20.78 | -79% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BTLKX | 8.17 | 0.18 | +2.25% |
| Baillie Gifford Intl Concntr Gr EqsK | |||
| RSLEX | 63.03 | 1.09 | +1.76% |
| American Funds SMALLCAP World R4 | |||
| SMDLX | 21.28 | N/A | N/A |
| ClearBridge Tactical Dividend Income C | |||
| GSUSX | 45.41 | N/A | N/A |
| Goldman Sachs US Equity Insights C | |||
| HRSMX | 59.49 | N/A | N/A |
| Hood River Small-Cap Growth Instl | |||