FBSRX
Price
$35.09
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
745.43M
JVMSX
Price
$27.38
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
21.46B
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FBSRX vs JVMSX

Header iconFBSRX vs JVMSX Comparison
Open Charts FBSRX vs JVMSXBanner chart's image
Franklin Mutual U.S. Mid Cap Value R
Price$35.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets745.43M
JHancock Disciplined Value Mid Cap R2
Price$27.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.46B
FBSRX vs JVMSX Comparison Chart
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FBSRX vs. JVMSX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. FBSRX (745M). FBSRX pays higher dividends than JVMSX: FBSRX (0.96) vs JVMSX (0.43). 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 : 0.35 vs. JVMSX (-3.94). JVMSX return over 5 years is better than : 37.71 vs. FBSRX (26.71).
FBSRXJVMSXFBSRX / JVMSX
Total Expense Ratio1.151.2592%
Annual Report Gross Expense Ratio1.171.2693%
Fund Existence23 years13 years-
Gain YTD0.5162.12624%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets745M21.5B3%
Annual Yield % from dividends0.960.43222%
Returns for 1 year0.35-3.94-9%
Returns for 3 years3.094.8164%
Returns for 5 years26.7137.7171%
Returns for 10 years-14.4034.28-42%
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