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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$35.95
Change-$0.56 (-1.53%)
VolumeN/A
Net Assets786.18M
JHancock Disciplined Value Mid Cap R4
Price$27.47
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
FBSRX vs JVMTX Comparison Chart
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FBSRX vs. JVMTX commentary
Feb 23, 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 Hold and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. FBSRX (786M). FBSRX pays higher dividends than JVMTX: FBSRX (0.89) vs JVMTX (0.73). FBSRX was incepted earlier than JVMTX: FBSRX (23 years) vs JVMTX (12 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 : 4.92 vs. JVMTX (-1.95). JVMTX return over 5 years is better than : 24.70 vs. FBSRX (9.55).
| FBSRX | JVMTX | FBSRX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.979 | 2.081 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 22.5B | 3% |
| Annual Yield % from dividends | 0.89 | 0.73 | 123% |
| Returns for 1 year | 4.92 | -1.95 | -252% |
| Returns for 3 years | 3.21 | 3.49 | 92% |
| Returns for 5 years | 9.55 | 24.70 | 39% |
| Returns for 10 years | -13.13 | 36.20 | -36% |
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