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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$36.46
Change-$0.13 (-0.36%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
FCBSX vs JVMAX Comparison Chart
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FCBSX vs. JVMAX commentary
Nov 18, 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 FCBSX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. FCBSX (813M). JVMAX pays higher dividends than FCBSX: JVMAX (0.67) vs FCBSX (0.35). FCBSX was incepted earlier than JVMAX: FCBSX (24 years) vs JVMAX (27 years). FCBSX is a more actively managed with annual turnover of: 64.21 vs. JVMAX (41.00). FCBSX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FCBSX annual gain was more profitable for investors over the last year : 22.19 vs. JVMAX (21.07). JVMAX return over 5 years is better than : 42.69 vs. FCBSX (8.74).
| FCBSX | JVMAX | FCBSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 13.019 | 14.313 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 23.8B | 3% |
| Annual Yield % from dividends | 0.35 | 0.67 | 52% |
| Returns for 1 year | 22.19 | 21.07 | 105% |
| Returns for 3 years | -6.65 | 6.26 | -106% |
| Returns for 5 years | 8.74 | 42.69 | 20% |
| Returns for 10 years | -26.41 | 56.97 | -46% |