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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$37.87
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets789.81M
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
FBSRX vs JVMRX Comparison Chart in %
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FBSRX vs. JVMRX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. FBSRX (790M). 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 (0.75). 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). FBSRX annual gain was more profitable for investors over the last year : 2.13 vs. JVMRX (0.90). JVMRX return over 5 years is better than : 53.09 vs. FBSRX (37.62).
| 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 | 8.937 | 11.507 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 24B | 3% |
| Annual Yield % from dividends | 0.93 | 0.86 | 108% |
| Returns for 1 year | 2.13 | 0.90 | 236% |
| Returns for 3 years | 18.49 | 20.98 | 88% |
| Returns for 5 years | 37.62 | 53.09 | 71% |
| Returns for 10 years | 0.60 | 58.84 | 1% |
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