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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$34.84
Change-$1.84 (-5.02%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
FBSRX vs JVMRX Comparison Chart
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FBSRX vs. JVMRX commentary
Dec 23, 2024
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: 20.3B vs. FBSRX (724M). 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). JVMRX annual gain was more profitable for investors over the last year : 12.41 vs. FBSRX (3.59). JVMRX return over 5 years is better than : 39.58 vs. FBSRX (4.95).
| 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 | 2.775 | 11.633 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 20.3B | 4% |
| Annual Yield % from dividends | 0.89 | 0.93 | 95% |
| Returns for 1 year | 3.59 | 12.41 | 29% |
| Returns for 3 years | 1.77 | 15.35 | 12% |
| Returns for 5 years | 4.95 | 39.58 | 13% |
| Returns for 10 years | -17.16 | 58.02 | -30% |
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