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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$36.11
Change+$0.35 (+0.98%)
VolumeN/A
Net Assets755.12M
JHancock Disciplined Value Mid Cap R2
Price$28.14
Change+$0.27 (+0.97%)
VolumeN/A
Net Assets21.72B
FBSRX vs JVMSX Comparison Chart in %
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FBSRX vs. JVMSX commentary
Jun 27, 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: 21.7B vs. FBSRX (755M). FBSRX pays higher dividends than JVMSX: FBSRX (0.96) vs JVMSX (0.43). 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 : 4.36 vs. JVMSX (-0.98). JVMSX return over 5 years is better than : 59.62 vs. FBSRX (45.19).
| 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 | 2.435 | 3.954 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 21.7B | 3% |
| Annual Yield % from dividends | 0.96 | 0.43 | 222% |
| Returns for 1 year | 4.36 | -0.98 | -446% |
| Returns for 3 years | 15.07 | 16.15 | 93% |
| Returns for 5 years | 45.19 | 59.62 | 76% |
| Returns for 10 years | -11.64 | 39.42 | -30% |
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