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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-$0.59 (-1.54%)
VolumeN/A
Net Assets786.18M
JHancock Disciplined Value Mid Cap R4
Price$27.47
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
FBSAX vs JVMTX Comparison Chart
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FBSAX vs. JVMTX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. FBSAX (786M). 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 : 5.72 vs. JVMTX (-1.95). JVMTX return over 5 years is better than : 24.70 vs. FBSAX (12.46).
| 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 | 2.081 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 22.5B | 3% |
| Annual Yield % from dividends | 1.29 | 0.73 | 178% |
| Returns for 1 year | 5.72 | -1.95 | -293% |
| Returns for 3 years | 4.76 | 3.49 | 136% |
| Returns for 5 years | 12.46 | 24.70 | 50% |
| Returns for 10 years | -9.12 | 36.20 | -25% |
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