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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$35.28
Change-$0.20 (-0.56%)
VolumeN/A
Net Assets722.26M
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Nov 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. FBSRX (722M). FBSRX pays higher dividends than JVMIX: FBSRX (0.93) vs JVMIX (0.75). 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). JVMIX annual gain was more profitable for investors over the last year : -6.42 vs. FBSRX (-7.81). JVMIX return over 5 years is better than : 32.85 vs. FBSRX (16.54).
| FBSRX | JVMIX | FBSRX / JVMIX | |
| Total Expense Ratio | 1.15 | 0.85 | 135% |
| Annual Report Gross Expense Ratio | 1.17 | 0.86 | 136% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 1.633 | 7.829 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 23.5B | 3% |
| Annual Yield % from dividends | 0.93 | 0.75 | 123% |
| Returns for 1 year | -7.81 | -6.42 | 122% |
| Returns for 3 years | 8.42 | 12.74 | 66% |
| Returns for 5 years | 16.54 | 32.85 | 50% |
| Returns for 10 years | -8.67 | 45.13 | -19% |
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