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FBSRX vs JVMRX
FBSRX vs JVMRX Comparison
Open Charts FBSRX vs JVMRX
Franklin Mutual U.S. Mid Cap Value R
Price$35.28
Change-$0.20 (-0.56%)
VolumeN/A
Net Assets722.26M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FBSRX vs JVMRX Comparison Chart in %
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FBSRX vs. JVMRX commentary
Nov 20, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. FBSRX (722M). FBSRX pays higher dividends than JVMRX: FBSRX (0.93) vs JVMRX (0.85). FBSRX was incepted earlier than JVMRX: FBSRX (24 years) vs JVMRX (14 years). FBSRX (1.17) is less costly to investors than JVMRX (0.75). 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 : -6.35 vs. FBSRX (-7.81). JVMRX return over 5 years is better than : 33.25 vs. FBSRX (16.54).
| FBSRX | JVMRX | FBSRX / JVMRX | |
| Total Expense Ratio | 1.15 | 0.74 | 155% |
| Annual Report Gross Expense Ratio | 1.17 | 0.75 | 156% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 1.633 | 7.906 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 23.5B | 3% |
| Annual Yield % from dividends | 0.93 | 0.85 | 109% |
| Returns for 1 year | -7.81 | -6.35 | 123% |
| Returns for 3 years | 8.42 | 12.97 | 65% |
| Returns for 5 years | 16.54 | 33.25 | 50% |
| Returns for 10 years | -8.67 | 46.00 | -19% |
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