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$39.16
Change-$0.31 (-0.79%)
VolumeN/A
Net Assets783.59M
JHancock Disciplined Value Mid Cap I
Price$29.60
Change-$0.26 (-0.87%)
VolumeN/A
Net Assets23.97B
FBSAX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. JVMIX commentary
Aug 16, 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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24B vs. FBSAX (784M). FBSAX pays higher dividends than JVMIX: FBSAX (1.37) vs JVMIX (0.76). FBSAX was incepted earlier than JVMIX: FBSAX (24 years) vs JVMIX (28 years). JVMIX (0.88) 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 : 5.47 vs. JVMIX (3.82). JVMIX return over 5 years is better than : 52.61 vs. FBSAX (40.00).
| FBSAX | JVMIX | FBSAX / JVMIX | |
| Total Expense Ratio | 0.65 | 0.87 | 75% |
| Annual Report Gross Expense Ratio | 0.67 | 0.88 | 76% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 7.694 | 10.798 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 24B | 3% |
| Annual Yield % from dividends | 1.37 | 0.76 | 180% |
| Returns for 1 year | 5.47 | 3.82 | 143% |
| Returns for 3 years | 12.54 | 14.32 | 88% |
| Returns for 5 years | 40.00 | 52.61 | 76% |
| Returns for 10 years | 1.07 | 47.36 | 2% |
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 % |
| SPEU | 49.24 | 0.13 | +0.26% |
| SPDR® Portfolio Europe ETF | |||
| YJUN | 24.80 | 0.05 | +0.20% |
| FT Vest Intl Eq Mod Bf ETF June | |||
| PSCJ | 29.00 | N/A | -0.02% |
| Pacer Swan SOS Conservative (July) ETF | |||
| RSPA | 50.59 | -0.13 | -0.26% |
| Invesco S&P 500 Eq Wght Inc Adv ETF | |||
| SPEM | 44.19 | -0.51 | -1.14% |
| SPDR® Portfolio Emerging Markets ETF | |||