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FBSRX vs JVMIX
FBSRX vs JVMIX Comparison
Open Charts FBSRX vs JVMIX
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 I
Price$30.24
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
FBSRX vs JVMIX Comparison Chart
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FBSRX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.3B vs. FBSRX (724M). FBSRX pays higher dividends than JVMIX: FBSRX (0.89) vs JVMIX (0.84). FBSRX was incepted earlier than JVMIX: FBSRX (23 years) vs JVMIX (28 years). FBSRX is a more actively managed with annual turnover of: 64.21 vs. JVMIX (41.00). FBSRX has a lower initial minimum investment than JVMIX: FBSRX (1000) vs JVMIX (250000). FBSRX annual gain was more profitable for investors over the last year : 3.59 vs. JVMIX (0.12). JVMIX return over 5 years is better than : 24.00 vs. FBSRX (4.95).
| FBSRX | JVMIX | FBSRX / JVMIX | |
| 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 | -0.574 | -484% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 20.3B | 4% |
| Annual Yield % from dividends | 0.89 | 0.84 | 106% |
| Returns for 1 year | 3.59 | 0.12 | 2,963% |
| Returns for 3 years | 1.77 | 2.64 | 67% |
| Returns for 5 years | 4.95 | 24.00 | 21% |
| Returns for 10 years | -17.16 | 40.07 | -43% |
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