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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$36.30
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets740.26M
JHancock Disciplined Value Mid Cap A
Price$25.58
Change-$0.11 (-0.43%)
VolumeN/A
Net Assets21.3B
FBSAX vs JVMAX Comparison Chart
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FBSAX vs. JVMAX commentary
May 24, 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: 21.3B vs. FBSAX (740M). FBSAX pays higher dividends than JVMAX: FBSAX (1.46) vs JVMAX (0.63). 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: 47.00 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 : -0.90 vs. JVMAX (-6.68). JVMAX return over 5 years is better than : 55.24 vs. FBSAX (48.02).
| 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 | -0.437 | 1.141 | -38% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 21.3B | 3% |
| Annual Yield % from dividends | 1.46 | 0.63 | 232% |
| Returns for 1 year | -0.90 | -6.68 | 13% |
| Returns for 3 years | 7.69 | 7.28 | 106% |
| Returns for 5 years | 48.02 | 55.24 | 87% |
| Returns for 10 years | -12.97 | 28.74 | -45% |
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