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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$35.32
Change-$1.90 (-5.10%)
VolumeN/A
Net Assets763.27M
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
FBSAX vs JVMRX Comparison Chart
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FBSAX vs. JVMRX commentary
Apr 05, 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.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. FBSAX (763M). FBSAX pays higher dividends than JVMRX: FBSAX (1.42) vs JVMRX (0.94). FBSAX was incepted earlier than JVMRX: FBSAX (24 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than FBSAX (0.67). FBSAX is a more actively managed with annual turnover of: 64.21 vs. JVMRX (47.00). 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 : -0.09 vs. JVMRX (-7.83). JVMRX return over 5 years is better than : 90.92 vs. FBSAX (76.63).
| FBSAX | JVMRX | FBSAX / JVMRX | |
| Total Expense Ratio | 0.65 | 0.75 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 0.76 | 88% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 1.555 | -0.037 | -4,190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 21.4B | 4% |
| Annual Yield % from dividends | 1.42 | 0.94 | 151% |
| Returns for 1 year | -0.09 | -7.83 | 1% |
| Returns for 3 years | 1.73 | -0.32 | -538% |
| Returns for 5 years | 76.63 | 90.92 | 84% |
| Returns for 10 years | -9.63 | 34.80 | -28% |
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