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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$37.03
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets770.78M
JHancock Disciplined Value Mid Cap R6
Price$29.94
Change-$0.20 (-0.66%)
VolumeN/A
Net Assets24.26B
FBSRX vs JVMRX Comparison Chart in %
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FBSRX vs. JVMRX commentary
Oct 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. FBSRX (771M). FBSRX pays higher dividends than JVMRX: FBSRX (0.91) vs JVMRX (0.84). 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 : -0.07 vs. JVMRX (-0.35). JVMRX return over 5 years is better than : 50.09 vs. FBSRX (33.07).
| 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 | 6.818 | 11.878 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 24.3B | 3% |
| Annual Yield % from dividends | 0.91 | 0.84 | 109% |
| Returns for 1 year | -0.07 | -0.35 | 20% |
| Returns for 3 years | 26.21 | 30.79 | 85% |
| Returns for 5 years | 33.07 | 50.09 | 66% |
| Returns for 10 years | -2.57 | 55.99 | -5% |
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