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FBSIX vs JVMRX
FBSIX vs JVMRX Comparison
Open Charts FBSIX vs JVMRX
Franklin Mutual U.S. Mid Cap Value R6
Price$37.61
Change-$0.58 (-1.52%)
VolumeN/A
Net Assets798.99M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.89B
FBSIX vs JVMRX Comparison Chart
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FBSIX vs. JVMRX commentary
Feb 23, 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 StrongBuy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. FBSIX (799M). FBSIX pays higher dividends than JVMRX: FBSIX (1.38) vs JVMRX (0.93). FBSIX was incepted earlier than JVMRX: FBSIX (12 years) vs JVMRX (13 years). FBSIX is a more actively managed with annual turnover of: 64.21 vs. JVMRX (41.00). FBSIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. FBSIX annual gain was more profitable for investors over the last year : 8.36 vs. JVMRX (1.66). JVMRX return over 5 years is better than : 28.51 vs. FBSIX (14.58).
| FBSIX | JVMRX | FBSIX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 4.823 | 4.343 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 22.9B | 3% |
| Annual Yield % from dividends | 1.38 | 0.93 | 148% |
| Returns for 1 year | 8.36 | 1.66 | 504% |
| Returns for 3 years | 5.78 | 4.92 | 117% |
| Returns for 5 years | 14.58 | 28.51 | 51% |
| Returns for 10 years | -6.92 | 41.38 | -17% |
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