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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$37.21
Change-$0.20 (-0.53%)
VolumeN/A
Net Assets722.26M
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FBSAX vs JVMIX Comparison Chart in %
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FBSAX vs. JVMIX commentary
Nov 20, 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: 23.5B vs. FBSAX (722M). FBSAX pays higher dividends than JVMIX: FBSAX (1.36) vs JVMIX (0.75). 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). JVMIX annual gain was more profitable for investors over the last year : -6.42 vs. FBSAX (-7.13). JVMIX return over 5 years is better than : 32.85 vs. FBSAX (19.62).
| 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 | 2.074 | 7.829 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 23.5B | 3% |
| Annual Yield % from dividends | 1.36 | 0.75 | 181% |
| Returns for 1 year | -7.13 | -6.42 | 111% |
| Returns for 3 years | 10.02 | 12.74 | 79% |
| Returns for 5 years | 19.62 | 32.85 | 60% |
| Returns for 10 years | -4.46 | 45.13 | -10% |
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