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FBSRX vs JVMSX
FBSRX vs JVMSX Comparison
Open Charts FBSRX vs JVMSX
Franklin Mutual U.S. Mid Cap Value R
Price$36.66
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets772.3M
JHancock Disciplined Value Mid Cap R2
Price$28.96
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets22.58B
FBSRX vs JVMSX Comparison Chart in %
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FBSRX vs. JVMSX commentary
Jul 19, 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. FBSRX (772M). FBSRX pays higher dividends than JVMSX: FBSRX (0.93) vs JVMSX (0.42). FBSRX was incepted earlier than JVMSX: FBSRX (24 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FBSRX (1.17). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FBSRX (37.84). JVMSX has a lower initial minimum investment than FBSRX: JVMSX (0) vs FBSRX (1000). FBSRX annual gain was more profitable for investors over the last year : 1.58 vs. JVMSX (-1.87). JVMSX return over 5 years is better than : 54.75 vs. FBSRX (39.83).
| FBSRX | JVMSX | FBSRX / JVMSX | |
| Total Expense Ratio | 1.15 | 1.25 | 92% |
| Annual Report Gross Expense Ratio | 1.17 | 1.26 | 93% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 5.156 | 7.684 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 22.6B | 3% |
| Annual Yield % from dividends | 0.93 | 0.42 | 221% |
| Returns for 1 year | 1.58 | -1.87 | -85% |
| Returns for 3 years | 20.45 | 23.11 | 88% |
| Returns for 5 years | 39.83 | 54.75 | 73% |
| Returns for 10 years | -6.73 | 42.33 | -16% |
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