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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$35.95
Change-$0.56 (-1.53%)
VolumeN/A
Net Assets786.18M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
FBSRX vs JVMRX Comparison Chart
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FBSRX vs. JVMRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. FBSRX (786M). 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 : 4.92 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. FBSRX (9.55).
| FBSRX | JVMRX | FBSRX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 2.979 | 2.079 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 22.5B | 3% |
| Annual Yield % from dividends | 0.89 | 0.93 | 95% |
| Returns for 1 year | 4.92 | -1.71 | -287% |
| Returns for 3 years | 3.21 | 4.02 | 80% |
| Returns for 5 years | 9.55 | 25.72 | 37% |
| Returns for 10 years | -13.13 | 38.31 | -34% |
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