FBSAX
Price
$38.71
Change
-$0.42 (-1.07%)
Updated
Sep 25 closing price
Net Assets
769.69M
JVMRX
Price
$29.81
Change
-$0.25 (-0.83%)
Updated
Sep 25 closing price
Net Assets
24.2B
Interact to see
Advertisement

FBSAX vs JVMRX

Header iconFBSAX vs JVMRX Comparison
Open Charts FBSAX vs JVMRXBanner chart's image
Franklin Mutual U.S. Mid Cap Value Adv
Price$38.71
Change-$0.42 (-1.07%)
VolumeN/A
Net Assets769.69M
JHancock Disciplined Value Mid Cap R6
Price$29.81
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
FBSAX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FBSAX vs. JVMRX commentary
Sep 26, 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 JVMRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. FBSAX (770M). FBSAX pays higher dividends than JVMRX: FBSAX (1.31) vs JVMRX (0.84). FBSAX was incepted earlier than JVMRX: FBSAX (25 years) vs JVMRX (14 years). JVMRX (0.75) is less costly to investors than FBSAX (0.67). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FBSAX (37.84). FBSAX has a lower initial minimum investment than JVMRX: FBSAX (100000) vs JVMRX (1000000). FBSAX annual gain was more profitable for investors over the last year : 0.08 vs. JVMRX (-0.10). JVMRX return over 5 years is better than : 62.22 vs. FBSAX (45.38).
FBSAXJVMRXFBSAX / JVMRX
Total Expense Ratio0.650.7488%
Annual Report Gross Expense Ratio0.670.7589%
Fund Existence25 years14 years-
Gain YTD6.76711.58158%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets770M24.2B3%
Annual Yield % from dividends1.310.84155%
Returns for 1 year0.08-0.10-88%
Returns for 3 years31.3934.6891%
Returns for 5 years45.3862.2273%
Returns for 10 years9.7266.1315%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CCNR30.200.01
+0.05%
ALPS/CoreCommodity Natural Resources ETF
OCTZ43.15N/A
N/A
TrueShares Structured Outcome OctoberETF
SRLN41.54-0.05
-0.12%
SPDR® Blackstone Senior Loan ETF
ABEQ35.61-0.21
-0.59%
Absolute Select Value ETF
PTL246.86-1.63
-0.66%
Inspire 500 ETF