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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$37.77
Change-$0.59 (-1.54%)
VolumeN/A
Net Assets786.18M
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
FBSAX vs JVMAX Comparison Chart
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FBSAX vs. JVMAX commentary
Feb 23, 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. FBSAX (786M). FBSAX pays higher dividends than JVMAX: FBSAX (1.29) vs JVMAX (0.67). FBSAX was incepted earlier than JVMAX: FBSAX (24 years) vs JVMAX (28 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 : 5.72 vs. JVMAX (-2.62). JVMAX return over 5 years is better than : 22.67 vs. FBSAX (12.46).
| FBSAX | JVMAX | FBSAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 3.056 | 2.046 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 22.5B | 3% |
| Annual Yield % from dividends | 1.29 | 0.67 | 193% |
| Returns for 1 year | 5.72 | -2.62 | -219% |
| Returns for 3 years | 4.76 | 2.26 | 211% |
| Returns for 5 years | 12.46 | 22.67 | 55% |
| Returns for 10 years | -9.12 | 32.20 | -28% |
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