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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$34.34
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets772.3M
JHancock Disciplined Value Mid Cap A
Price$27.48
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets22.58B
FCBSX vs JVMAX Comparison Chart in %
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FCBSX vs. JVMAX commentary
Jul 19, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. FCBSX (772M). JVMAX pays higher dividends than FCBSX: JVMAX (0.58) vs FCBSX (0.45). 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). JVMAX is a more actively managed with annual turnover of: 49.00 vs. FCBSX (37.84). FCBSX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FCBSX annual gain was more profitable for investors over the last year : 0.73 vs. JVMAX (-2.24). JVMAX return over 5 years is better than : 53.58 vs. FCBSX (35.89).
| 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 | 4.880 | 7.789 | 63% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 22.6B | 3% |
| Annual Yield % from dividends | 0.45 | 0.58 | 78% |
| Returns for 1 year | 0.73 | -2.24 | -33% |
| Returns for 3 years | 18.65 | 22.34 | 83% |
| Returns for 5 years | 35.89 | 53.58 | 67% |
| Returns for 10 years | -11.56 | 40.47 | -29% |
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