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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$37.03
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets770.78M
JHancock Disciplined Value Mid Cap I
Price$29.93
Change-$0.19 (-0.63%)
VolumeN/A
Net Assets24.26B
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FBSRX (771M). FBSRX pays higher dividends than JVMIX: FBSRX (0.91) vs JVMIX (0.74). 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 : -0.07 vs. JVMIX (-0.50). JVMIX return over 5 years is better than : 49.60 vs. FBSRX (33.07).
| 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 | 6.818 | 11.763 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 24.3B | 3% |
| Annual Yield % from dividends | 0.91 | 0.74 | 123% |
| Returns for 1 year | -0.07 | -0.50 | 14% |
| Returns for 3 years | 26.21 | 30.48 | 86% |
| Returns for 5 years | 33.07 | 49.60 | 67% |
| Returns for 10 years | -2.57 | 55.01 | -5% |
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