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FBSAX vs JVMAX
FBSAX vs JVMAX Comparison
Open Charts FBSAX vs JVMAX
Franklin Mutual U.S. Mid Cap Value Adv
Price$38.36
Change+$0.19 (+0.50%)
VolumeN/A
Net Assets763.25M
JHancock Disciplined Value Mid Cap A
Price$27.11
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets22.24B
FBSAX vs JVMAX Comparison Chart in %
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FBSAX vs. JVMAX commentary
Jul 17, 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: 22.2B vs. FBSAX (763M). FBSAX pays higher dividends than JVMAX: FBSAX (1.36) vs JVMAX (0.58). 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). JVMAX is a more actively managed with annual turnover of: 49.00 vs. FBSAX (37.84). 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 : 1.17 vs. JVMAX (-4.41). JVMAX return over 5 years is better than : 51.51 vs. FBSAX (41.81).
| 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 | 4.147 | 6.334 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 22.2B | 3% |
| Annual Yield % from dividends | 1.36 | 0.58 | 237% |
| Returns for 1 year | 1.17 | -4.41 | -27% |
| Returns for 3 years | 20.83 | 20.42 | 102% |
| Returns for 5 years | 41.81 | 51.51 | 81% |
| Returns for 10 years | -4.23 | 38.37 | -11% |
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