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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$36.29
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets800.34M
JHancock Disciplined Value Mid Cap R6
Price$28.21
Change-$0.11 (-0.39%)
VolumeN/A
Net Assets23.42B
FBSRX vs JVMRX Comparison Chart
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FBSRX vs. JVMRX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. FBSRX (800M). 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 : 9.03 vs. JVMRX (5.22). JVMRX return over 5 years is better than : 29.83 vs. FBSRX (10.16).
| 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 | 3.953 | 4.714 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 23.4B | 3% |
| Annual Yield % from dividends | 0.89 | 0.93 | 95% |
| Returns for 1 year | 9.03 | 5.22 | 173% |
| Returns for 3 years | 4.48 | 7.22 | 62% |
| Returns for 5 years | 10.16 | 29.83 | 34% |
| Returns for 10 years | -9.73 | 48.49 | -20% |
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