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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$40.70
Change-$0.14 (-0.34%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$31.37
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
FBSIX vs JVMIX Comparison Chart
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FBSIX vs. JVMIX 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 FBSIX is a StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. FBSIX (813M). FBSIX pays higher dividends than JVMIX: FBSIX (1.38) vs JVMIX (0.84). FBSIX was incepted earlier than JVMIX: FBSIX (12 years) vs JVMIX (27 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 : 23.63 vs. JVMIX (21.59). JVMIX return over 5 years is better than : 45.01 vs. FBSIX (14.96).
| FBSIX | JVMIX | FBSIX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 14.070 | 14.615 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 23.8B | 3% |
| Annual Yield % from dividends | 1.38 | 0.84 | 164% |
| Returns for 1 year | 23.63 | 21.59 | 109% |
| Returns for 3 years | -3.15 | 7.53 | -42% |
| Returns for 5 years | 14.96 | 45.01 | 33% |
| Returns for 10 years | -18.62 | 62.42 | -30% |
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