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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$34.03
Change+$0.21 (+0.62%)
VolumeN/A
Net Assets693.93M
JHancock Disciplined Value Mid Cap I
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
FBSIX vs JVMIX Comparison Chart
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FBSIX vs. JVMIX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.4B vs. FBSIX (694M). FBSIX pays higher dividends than JVMIX: FBSIX (1.51) vs JVMIX (0.83). FBSIX was incepted earlier than JVMIX: FBSIX (12 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than FBSIX (0.60). FBSIX is a more actively managed with annual turnover of: 64.21 vs. JVMIX (47.00). 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 : -3.82 vs. JVMIX (-10.48). JVMIX return over 5 years is better than : 50.30 vs. FBSIX (40.94).
| FBSIX | JVMIX | FBSIX / JVMIX | |
| Total Expense Ratio | 0.56 | 0.87 | 64% |
| Annual Report Gross Expense Ratio | 0.60 | 0.88 | 68% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -7.317 | -7.458 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 19.4B | 4% |
| Annual Yield % from dividends | 1.51 | 0.83 | 181% |
| Returns for 1 year | -3.82 | -10.48 | 36% |
| Returns for 3 years | -6.05 | -6.59 | 92% |
| Returns for 5 years | 40.94 | 50.30 | 81% |
| Returns for 10 years | -18.13 | 25.45 | -71% |
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