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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$36.29
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets800.34M
JHancock Disciplined Value Mid Cap A
Price$26.61
Change-$0.11 (-0.41%)
VolumeN/A
Net Assets23.42B
FBSRX vs JVMAX Comparison Chart
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FBSRX vs. JVMAX commentary
Jan 23, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. FBSRX (800M). 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 : 9.03 vs. JVMAX (4.21). JVMAX return over 5 years is better than : 26.66 vs. FBSRX (10.16).
| 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 | 3.953 | 4.681 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 23.4B | 3% |
| Annual Yield % from dividends | 0.89 | 0.67 | 133% |
| Returns for 1 year | 9.03 | 4.21 | 214% |
| Returns for 3 years | 4.48 | 5.39 | 83% |
| Returns for 5 years | 10.16 | 26.66 | 38% |
| Returns for 10 years | -9.73 | 41.84 | -23% |
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