Ad is loading...
FBSRX vs JVMTX
FBSRX vs JVMTX Comparison
Open Charts FBSRX vs JVMTX
Franklin Mutual U.S. Mid Cap Value R
Price$31.87
Change-$1.13 (-3.42%)
VolumeN/A
Net Assets710.07M
JHancock Disciplined Value Mid Cap R4
Price$24.31
Change-$0.83 (-3.30%)
VolumeN/A
Net Assets19.9B
FBSRX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSRX vs. JVMTX commentary
Apr 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.9B vs. FBSRX (710M). FBSRX pays higher dividends than JVMTX: FBSRX (0.96) vs JVMTX (0.69). FBSRX was incepted earlier than JVMTX: FBSRX (23 years) vs JVMTX (12 years). FBSRX (1.17) is less costly to investors than JVMTX (1.11). FBSRX is a more actively managed with annual turnover of: 64.21 vs. JVMTX (47.00). 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 : -5.76 vs. JVMTX (-12.59). JVMTX return over 5 years is better than : 49.15 vs. FBSRX (36.25).
| FBSRX | JVMTX | FBSRX / JVMTX | |
| Total Expense Ratio | 1.15 | 1.00 | 115% |
| Annual Report Gross Expense Ratio | 1.17 | 1.11 | 105% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -5.471 | -6.577 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 19.9B | 4% |
| Annual Yield % from dividends | 0.96 | 0.69 | 139% |
| Returns for 1 year | -5.76 | -12.59 | 46% |
| Returns for 3 years | -5.18 | -5.39 | 96% |
| Returns for 5 years | 36.25 | 49.15 | 74% |
| Returns for 10 years | -19.66 | 24.53 | -80% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TLTE | 48.49 | -0.72 | -1.46% |
| FlexShares Mstar EmgMkts FctTilt ETF | |||
| FCLD | 22.37 | -0.87 | -3.74% |
| Fidelity Cloud Computing ETF | |||
| QTJL | 28.78 | -1.44 | -4.76% |
| Innovator Growth Accelerated Pls ETF Jul | |||
| IAT | 40.44 | -2.51 | -5.84% |
| iShares US Regional Banks ETF | |||
| TMF | 37.77 | -3.41 | -8.28% |
| Direxion Daily 20+ Yr Trsy Bull 3X ETF | |||