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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$31.87
Change-$1.13 (-3.42%)
VolumeN/A
Net Assets710.07M
JHancock Disciplined Value Mid Cap R6
Price$24.35
Change-$0.83 (-3.30%)
VolumeN/A
Net Assets19.9B
FBSRX vs JVMRX Comparison Chart
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FBSRX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.9B vs. FBSRX (710M). FBSRX (0.96) and JVMRX (0.94) have matching dividends . FBSRX was incepted earlier than JVMRX: FBSRX (23 years) vs JVMRX (14 years). FBSRX (1.17) is less costly to investors than JVMRX (0.76). FBSRX is a more actively managed with annual turnover of: 64.21 vs. JVMRX (47.00). 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 : -5.76 vs. JVMRX (-12.36). JVMRX return over 5 years is better than : 50.36 vs. FBSRX (36.25).
| FBSRX | JVMRX | FBSRX / JVMRX | |
| Total Expense Ratio | 1.15 | 0.75 | 153% |
| Annual Report Gross Expense Ratio | 1.17 | 0.76 | 154% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -5.471 | -6.533 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 19.9B | 4% |
| Annual Yield % from dividends | 0.96 | 0.94 | 102% |
| Returns for 1 year | -5.76 | -12.36 | 47% |
| Returns for 3 years | -5.18 | -4.90 | 106% |
| Returns for 5 years | 36.25 | 50.36 | 72% |
| Returns for 10 years | -19.66 | 26.40 | -74% |
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