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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$39.10
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets777.13M
JHancock Disciplined Value Mid Cap R6
Price$30.24
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets24.44B
FBSIX vs JVMRX Comparison Chart in %
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FBSIX vs. JVMRX commentary
Sep 16, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. FBSIX (777M). FBSIX pays higher dividends than JVMRX: FBSIX (1.39) vs JVMRX (0.84). 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. JVMRX annual gain was more profitable for investors over the last year : 2.42 vs. FBSIX (1.40). JVMRX return over 5 years is better than : 54.51 vs. FBSIX (38.88).
| 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 | 7.536 | 12.658 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 24.4B | 3% |
| Annual Yield % from dividends | 1.39 | 0.84 | 165% |
| Returns for 1 year | 1.40 | 2.42 | 58% |
| Returns for 3 years | 22.15 | 26.37 | 84% |
| Returns for 5 years | 38.88 | 54.51 | 71% |
| Returns for 10 years | 6.72 | 61.70 | 11% |
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