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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$39.92
Change+$0.40 (+1.01%)
VolumeN/A
Net Assets788.49M
JHancock Disciplined Value Mid Cap I
Price$30.17
Change+$0.45 (+1.51%)
VolumeN/A
Net Assets24.3B
FBSAX vs JVMIX Comparison Chart in %
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FBSAX vs. JVMIX commentary
Sep 06, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FBSAX (788M). 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 : 2.24 vs. JVMIX (0.62). JVMIX return over 5 years is better than : 52.50 vs. FBSAX (40.37).
| 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 | 7.831 | 10.278 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 24.3B | 3% |
| Annual Yield % from dividends | 1.31 | 0.74 | 176% |
| Returns for 1 year | 2.24 | 0.62 | 360% |
| Returns for 3 years | 21.37 | 22.44 | 95% |
| Returns for 5 years | 40.37 | 52.50 | 77% |
| Returns for 10 years | 6.94 | 60.12 | 12% |
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