Ad is loading...
FBSAX vs JVMTX
FBSAX vs JVMTX Comparison
Open Charts FBSAX vs JVMTX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.82
Change-$0.37 (-0.92%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.90
Change-$0.36 (-1.15%)
VolumeN/A
CapitalizationN/A
FBSAX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. JVMTX commentary
Dec 19, 2024
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: 23.7B vs. FBSAX (798M). FBSAX pays higher dividends than JVMTX: FBSAX (1.29) vs JVMTX (0.73). FBSAX was incepted earlier than JVMTX: FBSAX (24 years) vs JVMTX (11 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 (11.53) and JVMTX (11.00) have marching annual gain over last year. JVMTX return over 5 years is better than : 41.32 vs. FBSAX (15.99).
| FBSAX | JVMTX | FBSAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 11.136 | 13.021 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 23.7B | 3% |
| Annual Yield % from dividends | 1.29 | 0.73 | 178% |
| Returns for 1 year | 11.53 | 11.00 | 105% |
| Returns for 3 years | 11.37 | 17.45 | 65% |
| Returns for 5 years | 15.99 | 41.32 | 39% |
| Returns for 10 years | -6.34 | 59.48 | -11% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers