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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$40.85
Change-$0.13 (-0.32%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
FBSAX vs JVMAX Comparison Chart
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FBSAX vs. JVMAX commentary
Nov 18, 2024
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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. FBSAX (813M). FBSAX pays higher dividends than JVMAX: FBSAX (1.29) vs JVMAX (0.67). FBSAX was incepted earlier than JVMAX: FBSAX (24 years) vs JVMAX (27 years). FBSAX is a more actively managed with annual turnover of: 64.21 vs. JVMAX (41.00). 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 : 23.56 vs. JVMAX (21.07). JVMAX return over 5 years is better than : 42.69 vs. FBSAX (14.77).
| FBSAX | JVMAX | FBSAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 14.011 | 14.313 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 23.8B | 3% |
| Annual Yield % from dividends | 1.29 | 0.67 | 193% |
| Returns for 1 year | 23.56 | 21.07 | 112% |
| Returns for 3 years | -3.24 | 6.26 | -52% |
| Returns for 5 years | 14.77 | 42.69 | 35% |
| Returns for 10 years | -18.65 | 56.97 | -33% |