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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$39.93
Change+$0.40 (+1.01%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$32.17
Change+$0.31 (+0.97%)
VolumeN/A
CapitalizationN/A
FBSRX vs JVMTX Comparison Chart
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FBSRX vs. JVMTX commentary
Nov 23, 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
JVMTX has more cash in the bank: 24.2B vs. FBSRX (827M). 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 : 23.67 vs. JVMTX (21.93). JVMTX return over 5 years is better than : 47.50 vs. FBSRX (14.46).
| 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 | 15.483 | 16.533 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 24.2B | 3% |
| Annual Yield % from dividends | 0.89 | 0.73 | 123% |
| Returns for 1 year | 23.67 | 21.93 | 108% |
| Returns for 3 years | -2.13 | 10.80 | -20% |
| Returns for 5 years | 14.46 | 47.50 | 30% |
| Returns for 10 years | -21.90 | 62.18 | -35% |
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