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FCBSX vs JVMTX
FCBSX vs JVMTX Comparison
Open Charts FCBSX vs JVMTX
Franklin Mutual U.S. Mid Cap Value C
Price$35.75
Change-$0.28 (-0.78%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FCBSX vs JVMTX Comparison Chart
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FCBSX vs. JVMTX commentary
Sep 21, 2024
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. FCBSX (814M). JVMTX pays higher dividends than FCBSX: JVMTX (0.73) vs FCBSX (0.35). FCBSX was incepted earlier than JVMTX: FCBSX (24 years) vs JVMTX (11 years). FCBSX is a more actively managed with annual turnover of: 64.21 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than FCBSX: JVMTX (0) vs FCBSX (1000). FCBSX (19.37) and JVMTX (19.27) have marching annual gain over last year. JVMTX return over 5 years is better than : 43.64 vs. FCBSX (11.13).
| FCBSX | JVMTX | FCBSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 10.818 | 11.010 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 23.4B | 3% |
| Annual Yield % from dividends | 0.35 | 0.73 | 48% |
| Returns for 1 year | 19.37 | 19.27 | 101% |
| Returns for 3 years | -0.09 | 13.38 | -1% |
| Returns for 5 years | 11.13 | 43.64 | 25% |
| Returns for 10 years | -28.75 | 63.34 | -45% |
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