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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$39.68
Change-$0.38 (-0.95%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.97
Change-$0.37 (-1.18%)
VolumeN/A
CapitalizationN/A
FBSIX vs JVMIX Comparison Chart
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FBSIX vs. JVMIX commentary
Dec 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. FBSIX (798M). 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 (11.61) and JVMIX (11.12) have marching annual gain over last year. JVMIX return over 5 years is better than : 42.01 vs. FBSIX (16.21).
| 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 | 11.211 | 13.153 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 23.7B | 3% |
| Annual Yield % from dividends | 1.38 | 0.84 | 164% |
| Returns for 1 year | 11.61 | 11.12 | 104% |
| Returns for 3 years | 11.52 | 17.73 | 65% |
| Returns for 5 years | 16.21 | 42.01 | 39% |
| Returns for 10 years | -6.26 | 60.93 | -10% |
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