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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$38.71
Change-$0.42 (-1.07%)
VolumeN/A
Net Assets769.69M
JHancock Disciplined Value Mid Cap I
Price$29.80
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
FBSAX vs JVMIX Comparison Chart in %
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FBSAX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. FBSAX (770M). FBSAX pays higher dividends than JVMIX: FBSAX (1.31) vs JVMIX (0.74). FBSAX was incepted earlier than JVMIX: FBSAX (25 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than FBSAX (0.67). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FBSAX (37.84). 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 : 0.08 vs. JVMIX (-0.20). JVMIX return over 5 years is better than : 61.66 vs. FBSAX (45.38).
| FBSAX | JVMIX | FBSAX / JVMIX | |
| Total Expense Ratio | 0.65 | 0.85 | 76% |
| Annual Report Gross Expense Ratio | 0.67 | 0.86 | 78% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 6.767 | 11.503 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 24.2B | 3% |
| Annual Yield % from dividends | 1.31 | 0.74 | 176% |
| Returns for 1 year | 0.08 | -0.20 | -41% |
| Returns for 3 years | 31.39 | 34.42 | 91% |
| Returns for 5 years | 45.38 | 61.66 | 74% |
| Returns for 10 years | 9.72 | 65.13 | 15% |
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