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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$34.46
Change+$0.26 (+0.76%)
VolumeN/A
Net Assets731.71M
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
FBSRX vs JVMSX Comparison Chart
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FBSRX vs. JVMSX commentary
May 10, 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: 20.6B vs. FBSRX (732M). FBSRX pays higher dividends than JVMSX: FBSRX (0.99) vs JVMSX (0.46). FBSRX was incepted earlier than JVMSX: FBSRX (23 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: 47.00 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 : -1.67 vs. JVMSX (-8.45). JVMSX return over 5 years is better than : 50.94 vs. FBSRX (41.94).
| FBSRX | JVMSX | FBSRX / JVMSX | |
| Total Expense Ratio | 1.15 | 1.25 | 92% |
| Annual Report Gross Expense Ratio | 1.17 | 1.26 | 93% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -2.034 | -2.424 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 20.6B | 4% |
| Annual Yield % from dividends | 0.99 | 0.46 | 217% |
| Returns for 1 year | -1.67 | -8.45 | 20% |
| Returns for 3 years | 5.30 | 4.66 | 114% |
| Returns for 5 years | 41.94 | 50.94 | 82% |
| Returns for 10 years | -17.50 | 27.80 | -63% |
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