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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$31.87
Change-$1.13 (-3.42%)
VolumeN/A
Net Assets710.07M
JHancock Disciplined Value Mid Cap I
Price$24.36
Change-$0.83 (-3.29%)
VolumeN/A
Net Assets19.9B
FBSRX vs JVMIX Comparison Chart
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FBSRX vs. JVMIX commentary
Apr 11, 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 Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.9B vs. FBSRX (710M). FBSRX pays higher dividends than JVMIX: FBSRX (0.96) vs JVMIX (0.83). FBSRX was incepted earlier than JVMIX: FBSRX (23 years) vs JVMIX (28 years). FBSRX (1.17) is less costly to investors than JVMIX (0.88). FBSRX is a more actively managed with annual turnover of: 64.21 vs. JVMIX (47.00). 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 : -5.76 vs. JVMIX (-12.42). JVMIX return over 5 years is better than : 49.86 vs. FBSRX (36.25).
| FBSRX | JVMIX | FBSRX / JVMIX | |
| Total Expense Ratio | 1.15 | 0.87 | 132% |
| Annual Report Gross Expense Ratio | 1.17 | 0.88 | 133% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -5.471 | -6.531 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 19.9B | 4% |
| Annual Yield % from dividends | 0.96 | 0.83 | 116% |
| Returns for 1 year | -5.76 | -12.42 | 46% |
| Returns for 3 years | -5.18 | -5.09 | 102% |
| Returns for 5 years | 36.25 | 49.86 | 73% |
| Returns for 10 years | -19.66 | 25.68 | -77% |
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