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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+$0.15 (+0.40%)
VolumeN/A
Net Assets790.13M
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
FBSIX vs JVMRX Comparison Chart
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FBSIX vs. JVMRX commentary
Jan 19, 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: 23.1B vs. FBSIX (790M). 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 : 10.43 vs. JVMRX (5.82). JVMRX return over 5 years is better than : 26.86 vs. FBSIX (10.08).
| 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 | 3.069 | 3.786 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 23.1B | 3% |
| Annual Yield % from dividends | 1.38 | 0.93 | 148% |
| Returns for 1 year | 10.43 | 5.82 | 179% |
| Returns for 3 years | 1.50 | 1.65 | 91% |
| Returns for 5 years | 10.08 | 26.86 | 38% |
| Returns for 10 years | -5.27 | 49.19 | -11% |
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