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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$34.38
Change-$0.37 (-1.06%)
VolumeN/A
Net Assets769.69M
JHancock Disciplined Value Mid Cap I
Price$29.80
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
FCBSX vs JVMIX Comparison Chart in %
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FCBSX vs. JVMIX commentary
Sep 26, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. FCBSX (770M). JVMIX pays higher dividends than FCBSX: JVMIX (0.74) vs FCBSX (0.43). FCBSX was incepted earlier than JVMIX: FCBSX (25 years) vs JVMIX (28 years). FCBSX (1.67) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FCBSX (37.84). FCBSX has a lower initial minimum investment than JVMIX: FCBSX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -0.20 vs. FCBSX (-1.51). JVMIX return over 5 years is better than : 61.66 vs. FCBSX (37.64).
| FCBSX | JVMIX | FCBSX / JVMIX | |
| Total Expense Ratio | 1.65 | 0.85 | 194% |
| Annual Report Gross Expense Ratio | 1.67 | 0.86 | 194% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 5.977 | 11.503 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 24.2B | 3% |
| Annual Yield % from dividends | 0.43 | 0.74 | 58% |
| Returns for 1 year | -1.51 | -0.20 | 744% |
| Returns for 3 years | 27.48 | 34.42 | 80% |
| Returns for 5 years | 37.64 | 61.66 | 61% |
| Returns for 10 years | -0.55 | 65.13 | -1% |
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