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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$36.30
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets740.26M
JHancock Disciplined Value Mid Cap R2
Price$26.96
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets21.3B
FBSAX vs JVMSX Comparison Chart
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FBSAX vs. JVMSX commentary
May 24, 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: 21.3B vs. FBSAX (740M). FBSAX pays higher dividends than JVMSX: FBSAX (1.46) vs JVMSX (0.46). 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 : -0.90 vs. JVMSX (-6.30). JVMSX return over 5 years is better than : 56.37 vs. FBSAX (48.02).
| 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 | -0.437 | 1.082 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 21.3B | 3% |
| Annual Yield % from dividends | 1.46 | 0.46 | 319% |
| Returns for 1 year | -0.90 | -6.30 | 14% |
| Returns for 3 years | 7.69 | 7.95 | 97% |
| Returns for 5 years | 48.02 | 56.37 | 85% |
| Returns for 10 years | -12.97 | 30.46 | -43% |
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