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FBSAX vs JVMRX
FBSAX vs JVMRX Comparison
Open Charts FBSAX vs JVMRX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.92
Change+$0.40 (+1.01%)
VolumeN/A
Net Assets788.49M
JHancock Disciplined Value Mid Cap R6
Price$30.18
Change+$0.45 (+1.51%)
VolumeN/A
Net Assets24.3B
FBSAX vs JVMRX Comparison Chart in %
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FBSAX vs. JVMRX commentary
Sep 06, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. FBSAX (788M). 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 : 2.24 vs. JVMRX (0.73). JVMRX return over 5 years is better than : 53.03 vs. FBSAX (40.37).
| FBSAX | JVMRX | FBSAX / JVMRX | |
| Total Expense Ratio | 0.65 | 0.74 | 88% |
| Annual Report Gross Expense Ratio | 0.67 | 0.75 | 89% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.831 | 10.356 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 24.3B | 3% |
| Annual Yield % from dividends | 1.31 | 0.84 | 155% |
| Returns for 1 year | 2.24 | 0.73 | 306% |
| Returns for 3 years | 21.37 | 22.74 | 94% |
| Returns for 5 years | 40.37 | 53.03 | 76% |
| Returns for 10 years | 6.94 | 61.17 | 11% |
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