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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$33.77
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets790.13M
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
FCBSX vs JVMAX Comparison Chart
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FCBSX vs. JVMAX commentary
Jan 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. FCBSX (790M). JVMAX pays higher dividends than FCBSX: JVMAX (0.67) vs FCBSX (0.35). FCBSX was incepted earlier than JVMAX: FCBSX (24 years) vs JVMAX (28 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 : 8.54 vs. JVMAX (4.82). JVMAX return over 5 years is better than : 23.77 vs. FCBSX (3.97).
| FCBSX | JVMAX | FCBSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 2.989 | 3.777 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 23.1B | 3% |
| Annual Yield % from dividends | 0.35 | 0.67 | 52% |
| Returns for 1 year | 8.54 | 4.82 | 177% |
| Returns for 3 years | -1.69 | -0.09 | 1,918% |
| Returns for 5 years | 3.97 | 23.77 | 17% |
| Returns for 10 years | -14.24 | 42.53 | -33% |
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