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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$38.69
Change-$1.13 (-2.84%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
FBSAX vs JVMAX Comparison Chart
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FBSAX vs. JVMAX commentary
Dec 19, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. FBSAX (790M). 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 : 11.53 vs. JVMAX (10.66). JVMAX return over 5 years is better than : 39.81 vs. FBSAX (15.99).
| 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 | 11.136 | 12.851 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 23.4B | 3% |
| Annual Yield % from dividends | 1.29 | 0.67 | 193% |
| Returns for 1 year | 11.53 | 10.66 | 108% |
| Returns for 3 years | 11.37 | 16.69 | 68% |
| Returns for 5 years | 15.99 | 39.81 | 40% |
| Returns for 10 years | -6.34 | 55.64 | -11% |
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