Interact to see
Advertisement
Advertisement
FBSAX vs JVMIX
FBSAX vs JVMIX Comparison
Open Charts FBSAX vs JVMIX
Franklin Mutual U.S. Mid Cap Value Adv
Price$38.64
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets751M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
FBSAX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. JVMIX commentary
Oct 18, 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: 23.7B vs. FBSAX (751M). FBSAX pays higher dividends than JVMIX: FBSAX (1.33) 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 : -3.87 vs. JVMIX (-5.28). JVMIX return over 5 years is better than : 46.84 vs. FBSAX (33.88).
| 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 | 4.775 | 9.276 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 751M | 23.7B | 3% |
| Annual Yield % from dividends | 1.33 | 0.74 | 180% |
| Returns for 1 year | -3.87 | -5.28 | 73% |
| Returns for 3 years | 21.63 | 24.82 | 87% |
| Returns for 5 years | 33.88 | 46.84 | 72% |
| Returns for 10 years | -0.37 | 50.82 | -1% |