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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$39.75
Change-$0.19 (-0.48%)
VolumeN/A
Net Assets793.93M
JHancock Disciplined Value Mid Cap R6
Price$29.88
Change-$0.17 (-0.57%)
VolumeN/A
Net Assets24.15B
FBSIX vs JVMRX Comparison Chart in %
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FBSIX vs. JVMRX commentary
Aug 26, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. FBSIX (794M). FBSIX pays higher dividends than JVMRX: FBSIX (1.46) vs JVMRX (0.86). FBSIX was incepted earlier than JVMRX: FBSIX (12 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. FBSIX annual gain was more profitable for investors over the last year : 2.69 vs. JVMRX (0.27). JVMRX return over 5 years is better than : 55.93 vs. FBSIX (43.65).
| FBSIX | JVMRX | FBSIX / JVMRX | |
| Total Expense Ratio | 0.56 | 0.74 | 76% |
| Annual Report Gross Expense Ratio | 0.59 | 0.75 | 79% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 9.455 | 11.544 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 24.2B | 3% |
| Annual Yield % from dividends | 1.46 | 0.86 | 169% |
| Returns for 1 year | 2.69 | 0.27 | 1,005% |
| Returns for 3 years | 20.05 | 20.59 | 97% |
| Returns for 5 years | 43.65 | 55.93 | 78% |
| Returns for 10 years | 5.87 | 57.62 | 10% |
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