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FBSAX vs JVMIX
FBSAX vs JVMIX Comparison
Open Charts FBSAX vs JVMIX
Franklin Mutual U.S. Mid Cap Value Adv
Price$37.77
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets790.13M
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
FBSAX vs JVMIX Comparison Chart
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FBSAX vs. JVMIX commentary
Jan 19, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FBSAX (790M). FBSAX pays higher dividends than JVMIX: FBSAX (1.29) vs JVMIX (0.84). FBSAX was incepted earlier than JVMIX: FBSAX (24 years) vs JVMIX (28 years). FBSAX is a more actively managed with annual turnover of: 64.21 vs. JVMIX (41.00). FBSAX has a lower initial minimum investment than JVMIX: FBSAX (100000) vs JVMIX (250000). FBSAX annual gain was more profitable for investors over the last year : 10.32 vs. JVMIX (5.70). JVMIX return over 5 years is better than : 26.40 vs. FBSAX (9.85).
| FBSAX | JVMIX | FBSAX / JVMIX | |
| 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 | 3.785 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 23.1B | 3% |
| Annual Yield % from dividends | 1.29 | 0.84 | 153% |
| Returns for 1 year | 10.32 | 5.70 | 181% |
| Returns for 3 years | 1.35 | 1.40 | 96% |
| Returns for 5 years | 9.85 | 26.40 | 37% |
| Returns for 10 years | -5.34 | 48.25 | -11% |
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