Interact to see
Advertisement
Advertisement
FBSAX vs JVMSX
FBSAX vs JVMSX Comparison
Open Charts FBSAX vs JVMSX
Franklin Mutual U.S. Mid Cap Value Adv
Price$38.36
Change+$0.19 (+0.50%)
VolumeN/A
Net Assets763.25M
JHancock Disciplined Value Mid Cap R2
Price$28.57
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.24B
FBSAX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. JVMSX commentary
Jul 17, 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: 22.2B vs. FBSAX (763M). FBSAX pays higher dividends than JVMSX: FBSAX (1.36) vs JVMSX (0.42). 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: 49.00 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 : 1.17 vs. JVMSX (-4.00). JVMSX return over 5 years is better than : 52.71 vs. FBSAX (41.81).
| 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 | 4.147 | 6.266 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 22.2B | 3% |
| Annual Yield % from dividends | 1.36 | 0.42 | 325% |
| Returns for 1 year | 1.17 | -4.00 | -29% |
| Returns for 3 years | 20.83 | 21.23 | 98% |
| Returns for 5 years | 41.81 | 52.71 | 79% |
| Returns for 10 years | -4.23 | 40.33 | -10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement