FBSRX
Price
$36.19
Change
+$0.02 (+0.06%)
Updated
Aug 7 closing price
Net Assets
757.85M
JVMRX
Price
$28.90
Change
-$0.17 (-0.58%)
Updated
Aug 7 closing price
Net Assets
23.32B
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FBSRX vs JVMRX

Header iconFBSRX vs JVMRX Comparison
Open Charts FBSRX vs JVMRXBanner chart's image
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 R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
FBSRX vs JVMRX Comparison Chart in %
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FBSRX vs. JVMRX 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 JVMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. FBSRX (758M). FBSRX pays higher dividends than JVMRX: FBSRX (0.93) vs JVMRX (0.86). FBSRX was incepted earlier than JVMRX: FBSRX (24 years) vs JVMRX (14 years). FBSRX (1.17) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FBSRX (37.84). FBSRX has a lower initial minimum investment than JVMRX: FBSRX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 4.38 vs. FBSRX (3.58). JVMRX return over 5 years is better than : 51.76 vs. FBSRX (33.67).
FBSRXJVMRXFBSRX / JVMRX
Total Expense Ratio1.150.75153%
Annual Report Gross Expense Ratio1.170.76154%
Fund Existence24 years14 years-
Gain YTD3.6097.90646%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets758M23.3B3%
Annual Yield % from dividends0.930.86108%
Returns for 1 year3.584.3882%
Returns for 3 years11.2016.0770%
Returns for 5 years33.6751.7665%
Returns for 10 years-7.5644.89-17%
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