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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$40.29
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$31.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBSIX vs JVMIX Comparison Chart
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FBSIX vs. JVMIX commentary
Oct 17, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. FBSIX (807M). FBSIX pays higher dividends than JVMIX: FBSIX (1.38) vs JVMIX (0.84). FBSIX was incepted earlier than JVMIX: FBSIX (11 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 : 24.28 vs. JVMIX (22.33). JVMIX return over 5 years is better than : 50.78 vs. FBSIX (19.10).
| FBSIX | JVMIX | FBSIX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 12.920 | 14.432 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 807M | 23.7B | 3% |
| Annual Yield % from dividends | 1.38 | 0.84 | 164% |
| Returns for 1 year | 24.28 | 22.33 | 109% |
| Returns for 3 years | -0.90 | 10.11 | -9% |
| Returns for 5 years | 19.10 | 50.78 | 38% |
| Returns for 10 years | -14.24 | 78.76 | -18% |
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