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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$34.03
Change+$0.21 (+0.62%)
VolumeN/A
Net Assets693.93M
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
FBSIX vs JVMRX Comparison Chart
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FBSIX vs. JVMRX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.4B vs. FBSIX (694M). FBSIX pays higher dividends than JVMRX: FBSIX (1.51) vs JVMRX (0.94). FBSIX was incepted earlier than JVMRX: FBSIX (12 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than FBSIX (0.60). FBSIX is a more actively managed with annual turnover of: 64.21 vs. JVMRX (47.00). FBSIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. FBSIX annual gain was more profitable for investors over the last year : -3.82 vs. JVMRX (-10.95). JVMRX return over 5 years is better than : 49.07 vs. FBSIX (40.94).
| FBSIX | JVMRX | FBSIX / JVMRX | |
| Total Expense Ratio | 0.56 | 0.75 | 75% |
| Annual Report Gross Expense Ratio | 0.60 | 0.76 | 79% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -7.317 | -8.463 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 19.4B | 4% |
| Annual Yield % from dividends | 1.51 | 0.94 | 160% |
| Returns for 1 year | -3.82 | -10.95 | 35% |
| Returns for 3 years | -6.05 | -7.58 | 80% |
| Returns for 5 years | 40.94 | 49.07 | 83% |
| Returns for 10 years | -18.13 | 23.85 | -76% |
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