FBSRX
Price
$39.47
Change
-$0.09 (-0.23%)
Updated
Nov 7 closing price
JVMRX
Price
$31.93
Change
-$0.10 (-0.31%)
Updated
Nov 7 closing price
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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$39.47
Change-$0.09 (-0.23%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.93
Change-$0.10 (-0.31%)
VolumeN/A
CapitalizationN/A
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FBSRX vs JVMRX Comparison Chart
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VS
FBSRX vs. JVMRX commentary
Nov 08, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
JVMRX (0.93) and FBSRX (0.89) have matching dividends . FBSRX was incepted earlier than JVMRX: FBSRX (23 years) vs JVMRX (13 years). FBSRX is a more actively managed with annual turnover of: 64.21 vs. JVMRX (41.00). FBSRX has a lower initial minimum investment than JVMRX: FBSRX (1000) vs JVMRX (1000000). FBSRX annual gain was more profitable for investors over the last year : 28.88 vs. JVMRX (22.85). JVMRX return over 5 years is better than : 43.78 vs. FBSRX (13.18).
FBSRXJVMRXFBSRX / JVMRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years13 years-
Gain YTD15.57112.573124%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net AssetsN/AN/A-
Annual Yield % from dividends0.890.9395%
Returns for 1 year28.8822.85126%
Returns for 3 years-2.165.86-37%
Returns for 5 years13.1843.7830%
Returns for 10 years-21.1661.19-35%
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