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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$33.12
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets745.44M
JHancock Disciplined Value Mid Cap A
Price$26.24
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets21.45B
FCBSX vs JVMAX Comparison Chart
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FCBSX vs. JVMAX commentary
Jun 07, 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: 21.5B vs. FCBSX (745M). JVMAX pays higher dividends than FCBSX: JVMAX (0.60) 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). JVMAX is a more actively managed with annual turnover of: 47.00 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 : -0.11 vs. JVMAX (-3.90). JVMAX return over 5 years is better than : 36.66 vs. FCBSX (23.14).
| 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 | 0.305 | 2.203 | 14% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 745M | 21.5B | 3% |
| Annual Yield % from dividends | 0.46 | 0.60 | 78% |
| Returns for 1 year | -0.11 | -3.90 | 3% |
| Returns for 3 years | 0.69 | 3.02 | 23% |
| Returns for 5 years | 23.14 | 36.66 | 63% |
| Returns for 10 years | -18.72 | 32.40 | -58% |
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