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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$35.17
Change+$0.47 (+1.35%)
VolumeN/A
Net Assets708.34M
JHancock Disciplined Value Mid Cap R4
Price$25.60
Change+$0.43 (+1.71%)
VolumeN/A
Net Assets19.84B
FBSAX vs JVMTX Comparison Chart
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FBSAX vs. JVMTX commentary
Apr 26, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.8B vs. FBSAX (708M). 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 : -4.01 vs. JVMTX (-11.04). JVMTX return over 5 years is better than : 53.25 vs. FBSAX (46.94).
| FBSAX | JVMTX | FBSAX / JVMTX | |
| Total Expense Ratio | 0.65 | 1.00 | 65% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -5.321 | -6.466 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 19.8B | 4% |
| Annual Yield % from dividends | 1.42 | 0.69 | 204% |
| Returns for 1 year | -4.01 | -11.04 | 36% |
| Returns for 3 years | -2.84 | -4.64 | 61% |
| Returns for 5 years | 46.94 | 53.25 | 88% |
| Returns for 10 years | -16.32 | 24.44 | -67% |
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