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FCBSX vs JVMAX
FCBSX vs JVMAX Comparison
Open Charts FCBSX vs JVMAX
Franklin Mutual U.S. Mid Cap Value C
Price$30.26
Change+$0.37 (+1.24%)
VolumeN/A
Net Assets685.37M
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
FCBSX vs JVMAX Comparison Chart
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FCBSX vs. JVMAX commentary
Apr 12, 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 FCBSX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. FCBSX (685M). JVMAX pays higher dividends than FCBSX: JVMAX (0.61) vs FCBSX (0.46). FCBSX was incepted earlier than JVMAX: FCBSX (24 years) vs JVMAX (28 years). FCBSX (1.67) is less costly to investors than JVMAX (1.13). FCBSX is a more actively managed with annual turnover of: 64.21 vs. JVMAX (47.00). FCBSX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FCBSX annual gain was more profitable for investors over the last year : -9.36 vs. JVMAX (-15.78). JVMAX return over 5 years is better than : 41.84 vs. FCBSX (27.84).
| FCBSX | JVMAX | FCBSX / JVMAX | |
| Total Expense Ratio | 1.65 | 1.12 | 147% |
| Annual Report Gross Expense Ratio | 1.67 | 1.13 | 148% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -8.844 | -9.677 | 91% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 19.2B | 4% |
| Annual Yield % from dividends | 0.46 | 0.61 | 75% |
| Returns for 1 year | -9.36 | -15.78 | 59% |
| Returns for 3 years | -9.48 | -9.52 | 100% |
| Returns for 5 years | 27.84 | 41.84 | 67% |
| Returns for 10 years | -26.70 | 16.95 | -157% |
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