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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$36.66
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets772.3M
JHancock Disciplined Value Mid Cap A
Price$27.48
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets22.58B
FBSRX vs JVMAX Comparison Chart in %
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FBSRX vs. JVMAX commentary
Jul 19, 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: 22.6B vs. FBSRX (772M). FBSRX pays higher dividends than JVMAX: FBSRX (0.93) vs JVMAX (0.58). FBSRX was incepted earlier than JVMAX: FBSRX (24 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: 49.00 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 : 1.58 vs. JVMAX (-2.24). JVMAX return over 5 years is better than : 53.58 vs. FBSRX (39.83).
| FBSRX | JVMAX | FBSRX / JVMAX | |
| Total Expense Ratio | 1.15 | 1.12 | 103% |
| Annual Report Gross Expense Ratio | 1.17 | 1.13 | 104% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 5.156 | 7.789 | 66% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 22.6B | 3% |
| Annual Yield % from dividends | 0.93 | 0.58 | 161% |
| Returns for 1 year | 1.58 | -2.24 | -71% |
| Returns for 3 years | 20.45 | 22.34 | 92% |
| Returns for 5 years | 39.83 | 53.58 | 74% |
| Returns for 10 years | -6.73 | 40.47 | -17% |
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