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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$39.93
Change+$0.40 (+1.01%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$30.55
Change+$0.30 (+0.99%)
VolumeN/A
CapitalizationN/A
FBSRX vs JVMAX Comparison Chart
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FBSRX vs. JVMAX commentary
Nov 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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. FBSRX (827M). FBSRX pays higher dividends than JVMAX: FBSRX (0.89) vs JVMAX (0.67). FBSRX was incepted earlier than JVMAX: FBSRX (23 years) vs JVMAX (27 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 : 23.67 vs. JVMAX (21.65). JVMAX return over 5 years is better than : 45.83 vs. FBSRX (14.46).
| FBSRX | JVMAX | FBSRX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 15.483 | 16.391 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 24.2B | 3% |
| Annual Yield % from dividends | 0.89 | 0.67 | 133% |
| Returns for 1 year | 23.67 | 21.65 | 109% |
| Returns for 3 years | -2.13 | 9.79 | -22% |
| Returns for 5 years | 14.46 | 45.83 | 32% |
| Returns for 10 years | -21.90 | 58.20 | -38% |
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