FBSAX
Price
$35.32
Change
-$1.90 (-5.10%)
Updated
Apr 3 closing price
Net Assets
763.27M
JVMTX
Price
$25.39
Change
-$1.50 (-5.58%)
Updated
Apr 3 closing price
Net Assets
21.35B
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FBSAX vs JVMTX

Header iconFBSAX vs JVMTX Comparison
Open Charts FBSAX vs JVMTXBanner chart's image
Franklin Mutual U.S. Mid Cap Value Adv
Price$35.32
Change-$1.90 (-5.10%)
VolumeN/A
Net Assets763.27M
JHancock Disciplined Value Mid Cap R4
Price$25.39
Change-$1.50 (-5.58%)
VolumeN/A
Net Assets21.35B
FBSAX vs JVMTX Comparison Chart
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FBSAX vs. JVMTX commentary
Apr 05, 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 JVMTX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.4B vs. FBSAX (763M). FBSAX pays higher dividends than JVMTX: FBSAX (1.42) vs JVMTX (0.69). FBSAX was incepted earlier than JVMTX: FBSAX (24 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FBSAX (0.67). FBSAX is a more actively managed with annual turnover of: 64.21 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than FBSAX: JVMTX (0) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : -0.09 vs. JVMTX (-8.06). JVMTX return over 5 years is better than : 89.43 vs. FBSAX (76.63).
FBSAXJVMTXFBSAX / JVMTX
Total Expense Ratio0.651.0065%
Annual Report Gross Expense Ratio0.671.1160%
Fund Existence24 years12 years-
Gain YTD1.555-0.074-2,093%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets763M21.4B4%
Annual Yield % from dividends1.420.69204%
Returns for 1 year-0.09-8.061%
Returns for 3 years1.73-0.83-209%
Returns for 5 years76.6389.4386%
Returns for 10 years-9.6332.75-29%
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