Interact to see
Advertisement
Advertisement
FBSAX vs JVMCX
FBSAX vs JVMCX Comparison
Open Charts FBSAX vs JVMCX
Franklin Mutual U.S. Mid Cap Value Adv
Price$38.71
Change-$0.42 (-1.07%)
VolumeN/A
Net Assets769.69M
JHancock Disciplined Value Mid Cap C
Price$27.78
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets24.2B
FBSAX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. JVMCX commentary
Sep 26, 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: 24.2B vs. FBSAX (770M). FBSAX pays higher dividends than JVMCX: FBSAX (1.31) 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 : 0.08 vs. JVMCX (-1.82). JVMCX return over 5 years is better than : 54.43 vs. FBSAX (45.38).
| 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 | 6.767 | 10.711 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 24.2B | 3% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 0.08 | -1.82 | -5% |
| Returns for 3 years | 31.39 | 30.42 | 103% |
| Returns for 5 years | 45.38 | 54.43 | 83% |
| Returns for 10 years | 9.72 | 51.02 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SIXH | 38.81 | N/A | N/A |
| ETC 6 Meridian Hdg Eq-Idx Opt Strat ETF | |||
| SPYT | 18.29 | -0.06 | -0.32% |
| Defiance S&P 500 Target Income ETF | |||
| JGLO | 66.96 | -0.26 | -0.39% |
| JPMorgan Global Select Equity ETF | |||
| JULU | 28.90 | -0.14 | -0.48% |
| AllianzIM U.S. Equity Buffer15 UncJulETF | |||
| WTRE | 21.82 | -0.35 | -1.58% |
| WisdomTree New Economy Real Estate ETF | |||