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FCBSX vs JVMIX
FCBSX vs JVMIX Comparison
Open Charts FCBSX vs JVMIX
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 I
Price$24.73
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
FCBSX vs JVMIX Comparison Chart
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FCBSX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.2B vs. FCBSX (685M). JVMIX pays higher dividends than FCBSX: JVMIX (0.83) vs FCBSX (0.46). FCBSX was incepted earlier than JVMIX: FCBSX (24 years) vs JVMIX (28 years). FCBSX (1.67) is less costly to investors than JVMIX (0.88). FCBSX is a more actively managed with annual turnover of: 64.21 vs. JVMIX (47.00). FCBSX has a lower initial minimum investment than JVMIX: FCBSX (1000) vs JVMIX (250000). FCBSX annual gain was more profitable for investors over the last year : -9.36 vs. JVMIX (-15.04). JVMIX return over 5 years is better than : 44.92 vs. FCBSX (27.84).
| FCBSX | JVMIX | FCBSX / JVMIX | |
| Total Expense Ratio | 1.65 | 0.87 | 190% |
| Annual Report Gross Expense Ratio | 1.67 | 0.88 | 190% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -8.844 | -9.610 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 19.2B | 4% |
| Annual Yield % from dividends | 0.46 | 0.83 | 56% |
| Returns for 1 year | -9.36 | -15.04 | 62% |
| Returns for 3 years | -9.48 | -8.15 | 116% |
| Returns for 5 years | 27.84 | 44.92 | 62% |
| Returns for 10 years | -26.70 | 21.66 | -123% |
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