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FBSAX vs JVMSX
FBSAX vs JVMSX Comparison
Open Charts FBSAX vs JVMSX
Franklin Mutual U.S. Mid Cap Value Adv
Price$37.07
Change-$0.51 (-1.36%)
VolumeN/A
Net Assets745.7M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FBSAX vs JVMSX Comparison Chart
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FBSAX vs. JVMSX commentary
Jun 15, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. FBSAX (746M). FBSAX pays higher dividends than JVMSX: FBSAX (1.42) vs JVMSX (0.43). FBSAX was incepted earlier than JVMSX: FBSAX (24 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FBSAX (0.67). JVMSX is a more actively managed with annual turnover of: 47.00 vs. FBSAX (37.84). JVMSX has a lower initial minimum investment than FBSAX: JVMSX (0) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : 2.77 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. FBSAX (41.35).
| FBSAX | JVMSX | FBSAX / JVMSX | |
| Total Expense Ratio | 0.65 | 1.25 | 52% |
| Annual Report Gross Expense Ratio | 0.67 | 1.26 | 53% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 1.146 | 2.313 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 21.5B | 3% |
| Annual Yield % from dividends | 1.42 | 0.43 | 327% |
| Returns for 1 year | 2.77 | -3.29 | -84% |
| Returns for 3 years | 16.74 | 15.80 | 106% |
| Returns for 5 years | 41.35 | 50.13 | 82% |
| Returns for 10 years | -11.07 | 33.43 | -33% |
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