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FBSAX vs JVMCX
FBSAX vs JVMCX Comparison
Open Charts FBSAX vs JVMCX
Franklin Mutual U.S. Mid Cap Value Adv
Price$37.41
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets722.76M
JHancock Disciplined Value Mid Cap C
Price$27.04
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets23.44B
FBSAX vs JVMCX Comparison Chart in %
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FBSAX vs. JVMCX commentary
Nov 20, 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. FBSAX (723M). FBSAX pays higher dividends than JVMCX: FBSAX (1.36) vs JVMCX (0.00). FBSAX was incepted earlier than JVMCX: FBSAX (25 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FBSAX (0.67). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FBSAX (37.84). JVMCX has a lower initial minimum investment than FBSAX: JVMCX (1000) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : -7.42 vs. JVMCX (-8.54). JVMCX return over 5 years is better than : 25.73 vs. FBSAX (19.14).
| FBSAX | JVMCX | FBSAX / JVMCX | |
| Total Expense Ratio | 0.65 | 1.85 | 35% |
| Annual Report Gross Expense Ratio | 0.67 | 1.86 | 36% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 2.101 | 6.680 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 23.4B | 3% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | -7.42 | -8.54 | 87% |
| Returns for 3 years | 10.05 | 9.16 | 110% |
| Returns for 5 years | 19.14 | 25.73 | 74% |
| Returns for 10 years | -4.43 | 32.45 | -14% |
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