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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$37.41
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets722.76M
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.48B
FBSAX vs JVMRX Comparison Chart in %
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FBSAX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. FBSAX (723M). FBSAX pays higher dividends than JVMRX: FBSAX (1.36) vs JVMRX (0.85). 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). JVMRX annual gain was more profitable for investors over the last year : -6.89 vs. FBSAX (-7.42). JVMRX return over 5 years is better than : 32.02 vs. FBSAX (19.14).
| 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 | 2.101 | 7.721 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 23.5B | 3% |
| Annual Yield % from dividends | 1.36 | 0.85 | 160% |
| Returns for 1 year | -7.42 | -6.89 | 108% |
| Returns for 3 years | 10.05 | 12.78 | 79% |
| Returns for 5 years | 19.14 | 32.02 | 60% |
| Returns for 10 years | -4.43 | 45.75 | -10% |
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