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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$34.84
Change-$1.84 (-5.02%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
FBSRX vs JVMAX Comparison Chart
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FBSRX vs. JVMAX commentary
Dec 23, 2024
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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.3B vs. FBSRX (724M). FBSRX pays higher dividends than JVMAX: FBSRX (0.89) vs JVMAX (0.67). FBSRX was incepted earlier than JVMAX: FBSRX (23 years) vs JVMAX (28 years). FBSRX is a more actively managed with annual turnover of: 64.21 vs. JVMAX (41.00). FBSRX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FBSRX annual gain was more profitable for investors over the last year : 3.59 vs. JVMAX (-0.72). JVMAX return over 5 years is better than : 21.41 vs. FBSRX (4.95).
| FBSRX | JVMAX | FBSRX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 2.775 | -1.441 | -193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 20.3B | 4% |
| Annual Yield % from dividends | 0.89 | 0.67 | 133% |
| Returns for 1 year | 3.59 | -0.72 | -502% |
| Returns for 3 years | 1.77 | 1.07 | 165% |
| Returns for 5 years | 4.95 | 21.41 | 23% |
| Returns for 10 years | -17.16 | 34.67 | -49% |
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