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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$37.77
Change-$0.59 (-1.54%)
VolumeN/A
Net Assets786.18M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
FBSAX vs JVMRX Comparison Chart
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FBSAX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. FBSAX (786M). FBSAX pays higher dividends than JVMRX: FBSAX (1.29) vs JVMRX (0.93). FBSAX was incepted earlier than JVMRX: FBSAX (24 years) vs JVMRX (13 years). FBSAX is a more actively managed with annual turnover of: 64.21 vs. JVMRX (41.00). 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 : 5.72 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. FBSAX (12.46).
| FBSAX | JVMRX | FBSAX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 3.056 | 2.079 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 22.5B | 3% |
| Annual Yield % from dividends | 1.29 | 0.93 | 138% |
| Returns for 1 year | 5.72 | -1.71 | -335% |
| Returns for 3 years | 4.76 | 4.02 | 119% |
| Returns for 5 years | 12.46 | 25.72 | 48% |
| Returns for 10 years | -9.12 | 38.31 | -24% |
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