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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$36.19
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets757.85M
JHancock Disciplined Value Mid Cap I
Price$28.89
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Aug 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. FBSRX (758M). 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 (0.88). 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 : 4.27 vs. FBSRX (3.58). JVMIX return over 5 years is better than : 51.24 vs. FBSRX (33.67).
| FBSRX | JVMIX | FBSRX / JVMIX | |
| Total Expense Ratio | 1.15 | 0.87 | 132% |
| Annual Report Gross Expense Ratio | 1.17 | 0.88 | 133% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 3.609 | 7.829 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 23.3B | 3% |
| Annual Yield % from dividends | 0.93 | 0.76 | 122% |
| Returns for 1 year | 3.58 | 4.27 | 84% |
| Returns for 3 years | 11.20 | 15.79 | 71% |
| Returns for 5 years | 33.67 | 51.24 | 66% |
| Returns for 10 years | -7.56 | 43.96 | -17% |
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