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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$39.99
Change-$0.31 (-0.77%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FBSAX vs JVMRX Comparison Chart
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FBSAX vs. JVMRX commentary
Sep 21, 2024
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: 23.4B vs. FBSAX (814M). 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 : 20.67 vs. JVMRX (19.58). JVMRX return over 5 years is better than : 44.82 vs. FBSAX (17.27).
| 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 | 11.610 | 11.221 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 23.4B | 3% |
| Annual Yield % from dividends | 1.29 | 0.93 | 138% |
| Returns for 1 year | 20.67 | 19.58 | 106% |
| Returns for 3 years | 3.56 | 13.96 | 26% |
| Returns for 5 years | 17.27 | 44.82 | 39% |
| Returns for 10 years | -21.22 | 65.88 | -32% |
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