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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$36.11
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets736.22M
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
FBSIX vs JVMRX Comparison Chart
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FBSIX vs. JVMRX commentary
May 12, 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: 20.9B vs. FBSIX (736M). FBSIX pays higher dividends than JVMRX: FBSIX (1.55) vs JVMRX (0.96). FBSIX was incepted earlier than JVMRX: FBSIX (12 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than FBSIX (0.59). JVMRX is a more actively managed with annual turnover of: 47.00 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 : -0.94 vs. JVMRX (-7.52). JVMRX return over 5 years is better than : 55.51 vs. FBSIX (47.14).
| FBSIX | JVMRX | FBSIX / JVMRX | |
| Total Expense Ratio | 0.56 | 0.75 | 75% |
| Annual Report Gross Expense Ratio | 0.59 | 0.76 | 78% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -1.041 | -0.965 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 20.9B | 4% |
| Annual Yield % from dividends | 1.55 | 0.96 | 161% |
| Returns for 1 year | -0.94 | -7.52 | 12% |
| Returns for 3 years | 8.38 | 7.37 | 114% |
| Returns for 5 years | 47.14 | 55.51 | 85% |
| Returns for 10 years | -12.88 | 34.25 | -38% |
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