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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$40.85
Change-$0.13 (-0.32%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
FBSAX vs JVMTX Comparison Chart
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FBSAX vs. JVMTX commentary
Nov 18, 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. FBSAX (813M). 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 annual gain was more profitable for investors over the last year : 23.56 vs. JVMTX (21.44). JVMTX return over 5 years is better than : 44.38 vs. FBSAX (14.77).
| 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 | 14.011 | 14.484 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 23.8B | 3% |
| Annual Yield % from dividends | 1.29 | 0.73 | 178% |
| Returns for 1 year | 23.56 | 21.44 | 110% |
| Returns for 3 years | -3.24 | 7.23 | -45% |
| Returns for 5 years | 14.77 | 44.38 | 33% |
| Returns for 10 years | -18.65 | 60.91 | -31% |
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