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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$36.29
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets800.34M
JHancock Disciplined Value Mid Cap I
Price$28.22
Change-$0.11 (-0.39%)
VolumeN/A
Net Assets23.42B
FBSRX vs JVMIX Comparison Chart
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FBSRX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. FBSRX (800M). 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 : 9.03 vs. JVMIX (5.11). JVMIX return over 5 years is better than : 29.41 vs. FBSRX (10.16).
| 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 | 3.953 | 4.712 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 23.4B | 3% |
| Annual Yield % from dividends | 0.89 | 0.84 | 106% |
| Returns for 1 year | 9.03 | 5.11 | 177% |
| Returns for 3 years | 4.48 | 6.99 | 64% |
| Returns for 5 years | 10.16 | 29.41 | 35% |
| Returns for 10 years | -9.73 | 47.56 | -20% |
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