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FBSIX vs JVMIX
FBSIX vs JVMIX Comparison
Open Charts FBSIX vs JVMIX
Franklin Mutual U.S. Mid Cap Value R6
Price$37.61
Change-$0.58 (-1.52%)
VolumeN/A
Net Assets798.99M
JHancock Disciplined Value Mid Cap I
Price$27.51
Change-$0.48 (-1.71%)
VolumeN/A
Net Assets22.89B
FBSIX vs JVMIX Comparison Chart
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FBSIX vs. JVMIX 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 FBSIX is a StrongBuy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. FBSIX (799M). FBSIX pays higher dividends than JVMIX: FBSIX (1.38) vs JVMIX (0.84). FBSIX was incepted earlier than JVMIX: FBSIX (12 years) vs JVMIX (28 years). FBSIX is a more actively managed with annual turnover of: 64.21 vs. JVMIX (41.00). JVMIX has a lower initial minimum investment than FBSIX: JVMIX (250000) vs FBSIX (1000000). FBSIX annual gain was more profitable for investors over the last year : 8.36 vs. JVMIX (1.55). JVMIX return over 5 years is better than : 28.09 vs. FBSIX (14.58).
| FBSIX | JVMIX | FBSIX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 4.823 | 4.341 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 22.9B | 3% |
| Annual Yield % from dividends | 1.38 | 0.84 | 164% |
| Returns for 1 year | 8.36 | 1.55 | 540% |
| Returns for 3 years | 5.78 | 4.70 | 123% |
| Returns for 5 years | 14.58 | 28.09 | 52% |
| Returns for 10 years | -6.92 | 40.57 | -17% |
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