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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$35.34
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets747.31M
JHancock Disciplined Value Mid Cap A
Price$26.19
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets21.57B
FBSRX vs JVMAX Comparison Chart in %
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FBSRX vs. JVMAX commentary
Jun 20, 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: 21.6B vs. FBSRX (747M). FBSRX pays higher dividends than JVMAX: FBSRX (0.96) vs JVMAX (0.60). 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 . 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 : 2.75 vs. JVMAX (-3.02). JVMAX return over 5 years is better than : 49.52 vs. FBSRX (37.31).
| 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 | 1.232 | 3.029 | 41% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 21.6B | 3% |
| Annual Yield % from dividends | 0.96 | 0.60 | 162% |
| Returns for 1 year | 2.75 | -3.02 | -91% |
| Returns for 3 years | 19.02 | 19.89 | 96% |
| Returns for 5 years | 37.31 | 49.52 | 75% |
| Returns for 10 years | -14.47 | 31.91 | -45% |
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