Ad is loading...
FBSRX vs JVMAX
FBSRX vs JVMAX Comparison
Open Charts FBSRX vs JVMAX
Franklin Mutual U.S. Mid Cap Value R
Price$31.87
Change-$1.13 (-3.42%)
VolumeN/A
Net Assets710.07M
JHancock Disciplined Value Mid Cap A
Price$22.96
Change-$0.78 (-3.29%)
VolumeN/A
Net Assets19.9B
FBSRX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSRX vs. JVMAX commentary
Apr 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.9B vs. FBSRX (710M). FBSRX pays higher dividends than JVMAX: FBSRX (0.96) vs JVMAX (0.61). 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 . FBSRX is a more actively managed with annual turnover of: 64.21 vs. JVMAX (47.00). FBSRX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FBSRX annual gain was more profitable for investors over the last year : -5.76 vs. JVMAX (-13.18). JVMAX return over 5 years is better than : 46.66 vs. FBSRX (36.25).
| 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 | -5.471 | -6.609 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 19.9B | 4% |
| Annual Yield % from dividends | 0.96 | 0.61 | 156% |
| Returns for 1 year | -5.76 | -13.18 | 44% |
| Returns for 3 years | -5.18 | -6.52 | 79% |
| Returns for 5 years | 36.25 | 46.66 | 78% |
| Returns for 10 years | -19.66 | 20.81 | -95% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers