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FBSAX vs JVMTX
FBSAX vs JVMTX Comparison
Open Charts FBSAX vs JVMTX
Franklin Mutual U.S. Mid Cap Value Adv
Price$37.77
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets790.13M
JHancock Disciplined Value Mid Cap R4
Price$27.93
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets23.13B
FBSAX vs JVMTX Comparison Chart
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FBSAX vs. JVMTX commentary
Jan 19, 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.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. FBSAX (790M). FBSAX pays higher dividends than JVMTX: FBSAX (1.29) vs JVMTX (0.73). FBSAX was incepted earlier than JVMTX: FBSAX (24 years) vs JVMTX (12 years). FBSAX is a more actively managed with annual turnover of: 64.21 vs. JVMTX (41.00). 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 : 10.32 vs. JVMTX (5.52). JVMTX return over 5 years is better than : 25.83 vs. FBSAX (9.85).
| FBSAX | JVMTX | FBSAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 3.056 | 3.790 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 23.1B | 3% |
| Annual Yield % from dividends | 1.29 | 0.73 | 178% |
| Returns for 1 year | 10.32 | 5.52 | 187% |
| Returns for 3 years | 1.35 | 1.10 | 123% |
| Returns for 5 years | 9.85 | 25.83 | 38% |
| Returns for 10 years | -5.34 | 46.91 | -11% |
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