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FBSRX vs JVMTX
FBSRX vs JVMTX Comparison
Open Charts FBSRX vs JVMTX
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 R4
Price$28.18
Change-$0.11 (-0.39%)
VolumeN/A
Net Assets23.42B
FBSRX vs JVMTX Comparison Chart
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FBSRX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. FBSRX (800M). FBSRX pays higher dividends than JVMTX: FBSRX (0.89) vs JVMTX (0.73). FBSRX was incepted earlier than JVMTX: FBSRX (23 years) vs JVMTX (12 years). FBSRX is a more actively managed with annual turnover of: 64.21 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than FBSRX: JVMTX (0) vs FBSRX (1000). FBSRX annual gain was more profitable for investors over the last year : 9.03 vs. JVMTX (4.93). JVMTX return over 5 years is better than : 28.78 vs. FBSRX (10.16).
| FBSRX | JVMTX | FBSRX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 3.953 | 4.719 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 23.4B | 3% |
| Annual Yield % from dividends | 0.89 | 0.73 | 123% |
| Returns for 1 year | 9.03 | 4.93 | 183% |
| Returns for 3 years | 4.48 | 6.68 | 67% |
| Returns for 5 years | 10.16 | 28.78 | 35% |
| Returns for 10 years | -9.73 | 46.22 | -21% |
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