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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$36.11
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets736.22M
JHancock Disciplined Value Mid Cap I
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
FBSIX vs JVMIX Comparison Chart
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FBSIX vs. JVMIX commentary
May 12, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.9B vs. FBSIX (736M). FBSIX pays higher dividends than JVMIX: FBSIX (1.55) vs JVMIX (0.85). FBSIX was incepted earlier than JVMIX: FBSIX (12 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FBSIX (0.59). JVMIX is a more actively managed with annual turnover of: 47.00 vs. FBSIX (37.84). 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 : -0.94 vs. JVMIX (-7.62). JVMIX return over 5 years is better than : 55.03 vs. FBSIX (47.14).
| FBSIX | JVMIX | FBSIX / JVMIX | |
| Total Expense Ratio | 0.56 | 0.87 | 64% |
| Annual Report Gross Expense Ratio | 0.59 | 0.88 | 67% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -1.041 | -1.002 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 20.9B | 4% |
| Annual Yield % from dividends | 1.55 | 0.85 | 183% |
| Returns for 1 year | -0.94 | -7.62 | 12% |
| Returns for 3 years | 8.38 | 7.14 | 117% |
| Returns for 5 years | 47.14 | 55.03 | 86% |
| Returns for 10 years | -12.88 | 33.43 | -39% |
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