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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-$0.59 (-1.54%)
VolumeN/A
Net Assets786.18M
JHancock Disciplined Value Mid Cap I
Price$27.51
Change-$0.48 (-1.71%)
VolumeN/A
Net Assets22.49B
FBSAX vs JVMIX Comparison Chart
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FBSAX vs. JVMIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. FBSAX (786M). 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 : 5.72 vs. JVMIX (-1.78). JVMIX return over 5 years is better than : 25.32 vs. FBSAX (12.46).
| 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 | 2.078 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 22.5B | 3% |
| Annual Yield % from dividends | 1.29 | 0.84 | 153% |
| Returns for 1 year | 5.72 | -1.78 | -321% |
| Returns for 3 years | 4.76 | 3.80 | 125% |
| Returns for 5 years | 12.46 | 25.32 | 49% |
| Returns for 10 years | -9.12 | 37.52 | -24% |
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