Interact to see
Advertisement
Advertisement
FBSIX vs JVMRX
FBSIX vs JVMRX Comparison
Open Charts FBSIX vs JVMRX
Franklin Mutual U.S. Mid Cap Value R6
Price$37.07
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets722.26M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FBSIX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSIX vs. JVMRX commentary
Nov 20, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. FBSIX (722M). FBSIX pays higher dividends than JVMRX: FBSIX (1.44) vs JVMRX (0.85). FBSIX was incepted earlier than JVMRX: FBSIX (13 years) vs JVMRX (14 years). JVMRX (0.75) is less costly to investors than FBSIX (0.59). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FBSIX (37.84). FBSIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -6.35 vs. FBSIX (-7.05). JVMRX return over 5 years is better than : 33.25 vs. FBSIX (19.82).
| FBSIX | JVMRX | FBSIX / JVMRX | |
| Total Expense Ratio | 0.56 | 0.74 | 76% |
| Annual Report Gross Expense Ratio | 0.59 | 0.75 | 79% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 2.165 | 7.906 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 23.5B | 3% |
| Annual Yield % from dividends | 1.44 | 0.85 | 170% |
| Returns for 1 year | -7.05 | -6.35 | 111% |
| Returns for 3 years | 10.19 | 12.97 | 79% |
| Returns for 5 years | 19.82 | 33.25 | 60% |
| Returns for 10 years | -4.47 | 46.00 | -10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement