FBSRX
Price
$37.87
Change
-$0.16 (-0.42%)
Updated
Aug 28 closing price
Net Assets
789.81M
JVMIX
Price
$29.97
Change
-$0.06 (-0.20%)
Updated
Aug 28 closing price
Net Assets
24.02B
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FBSRX vs JVMIX

Header iconFBSRX vs JVMIX Comparison
Open Charts FBSRX vs JVMIXBanner chart's image
Franklin Mutual U.S. Mid Cap Value R
Price$37.87
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets789.81M
JHancock Disciplined Value Mid Cap I
Price$29.97
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Aug 30, 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 StrongBuy and JVMIX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24B vs. FBSRX (790M). FBSRX pays higher dividends than JVMIX: FBSRX (0.93) vs JVMIX (0.76). FBSRX was incepted earlier than JVMIX: FBSRX (24 years) vs JVMIX (28 years). FBSRX (1.17) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FBSRX (37.84). 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 : 2.13 vs. JVMIX (0.79). JVMIX return over 5 years is better than : 52.56 vs. FBSRX (37.62).
FBSRXJVMIXFBSRX / JVMIX
Total Expense Ratio1.150.85135%
Annual Report Gross Expense Ratio1.170.86136%
Fund Existence24 years28 years-
Gain YTD8.93711.42978%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets790M24B3%
Annual Yield % from dividends0.930.76122%
Returns for 1 year2.130.79269%
Returns for 3 years18.4920.6989%
Returns for 5 years37.6252.5672%
Returns for 10 years0.6057.891%
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