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FBSRX vs JVMAX
FBSRX vs JVMAX Comparison
Open Charts FBSRX vs JVMAX
Franklin Mutual U.S. Mid Cap Value R
Price$34.46
Change+$0.26 (+0.76%)
VolumeN/A
Net Assets731.71M
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
FBSRX vs JVMAX Comparison Chart
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FBSRX vs. JVMAX commentary
May 10, 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 FBSRX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. FBSRX (732M). FBSRX pays higher dividends than JVMAX: FBSRX (0.99) vs JVMAX (0.63). FBSRX was incepted earlier than JVMAX: FBSRX (23 years) vs JVMAX (28 years). FBSRX (1.17) and JVMAX (1.13) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. FBSRX (37.84). FBSRX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FBSRX annual gain was more profitable for investors over the last year : -1.67 vs. JVMAX (-8.80). JVMAX return over 5 years is better than : 49.78 vs. FBSRX (41.94).
| FBSRX | JVMAX | FBSRX / JVMAX | |
| Total Expense Ratio | 1.15 | 1.12 | 103% |
| Annual Report Gross Expense Ratio | 1.17 | 1.13 | 104% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -2.034 | -2.360 | 86% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 20.6B | 4% |
| Annual Yield % from dividends | 0.99 | 0.63 | 158% |
| Returns for 1 year | -1.67 | -8.80 | 19% |
| Returns for 3 years | 5.30 | 4.03 | 131% |
| Returns for 5 years | 41.94 | 49.78 | 84% |
| Returns for 10 years | -17.50 | 26.12 | -67% |
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