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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$36.11
Change+$0.35 (+0.98%)
VolumeN/A
Net Assets755.12M
JHancock Disciplined Value Mid Cap R4
Price$28.28
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
FBSRX vs JVMTX Comparison Chart in %
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FBSRX vs. JVMTX commentary
Jun 28, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. FBSRX (755M). FBSRX pays higher dividends than JVMTX: FBSRX (0.96) vs JVMTX (0.67). FBSRX was incepted earlier than JVMTX: FBSRX (24 years) vs JVMTX (12 years). FBSRX (1.17) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FBSRX (37.84). 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 : 4.36 vs. JVMTX (-0.69). JVMTX return over 5 years is better than : 61.02 vs. FBSRX (45.19).
| FBSRX | JVMTX | FBSRX / JVMTX | |
| Total Expense Ratio | 1.15 | 1.00 | 115% |
| Annual Report Gross Expense Ratio | 1.17 | 1.11 | 105% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.435 | 4.088 | 60% |
| 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 | 0.67 | 144% |
| Returns for 1 year | 4.36 | -0.69 | -629% |
| Returns for 3 years | 15.07 | 16.80 | 90% |
| Returns for 5 years | 45.19 | 61.02 | 74% |
| Returns for 10 years | -11.64 | 41.72 | -28% |
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