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FCBSX vs JVMSX
FCBSX vs JVMSX Comparison
Open Charts FCBSX vs JVMSX
Franklin Mutual U.S. Mid Cap Value C
Price$33.95
Change+$0.11 (+0.33%)
VolumeN/A
Net Assets762.37M
JHancock Disciplined Value Mid Cap R2
Price$28.24
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets21.93B
FCBSX vs JVMSX Comparison Chart in %
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FCBSX vs. JVMSX commentary
Jun 29, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.9B vs. FCBSX (762M). FCBSX pays higher dividends than JVMSX: FCBSX (0.46) vs JVMSX (0.43). FCBSX was incepted earlier than JVMSX: FCBSX (24 years) vs JVMSX (13 years). FCBSX (1.67) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FCBSX (37.84). JVMSX has a lower initial minimum investment than FCBSX: JVMSX (0) vs FCBSX (1000). FCBSX annual gain was more profitable for investors over the last year : 4.64 vs. JVMSX (-0.05). JVMSX return over 5 years is better than : 61.17 vs. FCBSX (42.51).
| FCBSX | JVMSX | FCBSX / JVMSX | |
| Total Expense Ratio | 1.65 | 1.25 | 132% |
| Annual Report Gross Expense Ratio | 1.67 | 1.26 | 133% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 3.202 | 4.961 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 762M | 21.9B | 3% |
| Annual Yield % from dividends | 0.46 | 0.43 | 107% |
| Returns for 1 year | 4.64 | -0.05 | -8,716% |
| Returns for 3 years | 15.76 | 18.40 | 86% |
| Returns for 5 years | 42.51 | 61.17 | 69% |
| Returns for 10 years | -15.30 | 40.63 | -38% |
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