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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$39.47
Change-$0.09 (-0.23%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.84
Change-$0.10 (-0.31%)
VolumeN/A
CapitalizationN/A
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FBSRX vs JVMTX Comparison Chart
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FBSRX vs. JVMTX commentary
Nov 08, 2024
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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
FBSRX pays higher dividends than JVMTX: FBSRX (0.89) vs JVMTX (0.73). FBSRX was incepted earlier than JVMTX: FBSRX (23 years) vs JVMTX (11 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 : 28.88 vs. JVMTX (22.50). JVMTX return over 5 years is better than : 42.63 vs. FBSRX (13.18).
| FBSRX | JVMTX | FBSRX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 15.571 | 12.326 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | N/A | - |
| Annual Yield % from dividends | 0.89 | 0.73 | 123% |
| Returns for 1 year | 28.88 | 22.50 | 128% |
| Returns for 3 years | -2.16 | 5.35 | -40% |
| Returns for 5 years | 13.18 | 42.63 | 31% |
| Returns for 10 years | -21.16 | 58.75 | -36% |
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