Interact to see
Advertisement
Advertisement
FBSRX vs JVMTX
FBSRX vs JVMTX Comparison
Open Charts FBSRX vs JVMTX
Franklin Mutual U.S. Mid Cap Value R
Price$36.66
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets772.3M
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.58B
FBSRX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSRX vs. JVMTX commentary
Jul 19, 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: 22.6B vs. FBSRX (772M). FBSRX pays higher dividends than JVMTX: FBSRX (0.93) vs JVMTX (0.65). 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 : 1.58 vs. JVMTX (-1.55). JVMTX return over 5 years is better than : 56.21 vs. FBSRX (39.83).
| 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 | 5.156 | 7.878 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 22.6B | 3% |
| Annual Yield % from dividends | 0.93 | 0.65 | 143% |
| Returns for 1 year | 1.58 | -1.55 | -102% |
| Returns for 3 years | 20.45 | 23.85 | 86% |
| Returns for 5 years | 39.83 | 56.21 | 71% |
| Returns for 10 years | -6.73 | 44.77 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement