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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$33.12
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets745.44M
JHancock Disciplined Value Mid Cap R4
Price$27.79
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
FCBSX vs JVMTX Comparison Chart
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FCBSX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. FCBSX (745M). JVMTX pays higher dividends than FCBSX: JVMTX (0.67) vs FCBSX (0.46). FCBSX was incepted earlier than JVMTX: FCBSX (24 years) vs JVMTX (12 years). FCBSX (1.67) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. FCBSX (37.84). JVMTX has a lower initial minimum investment than FCBSX: JVMTX (0) vs FCBSX (1000). FCBSX annual gain was more profitable for investors over the last year : -0.11 vs. JVMTX (-3.25). JVMTX return over 5 years is better than : 38.98 vs. FCBSX (23.14).
| FCBSX | JVMTX | FCBSX / JVMTX | |
| Total Expense Ratio | 1.65 | 1.00 | 165% |
| Annual Report Gross Expense Ratio | 1.67 | 1.11 | 150% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 0.305 | 2.267 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 745M | 21.5B | 3% |
| Annual Yield % from dividends | 0.46 | 0.67 | 69% |
| Returns for 1 year | -0.11 | -3.25 | 3% |
| Returns for 3 years | 0.69 | 4.26 | 16% |
| Returns for 5 years | 23.14 | 38.98 | 59% |
| Returns for 10 years | -18.72 | 36.45 | -51% |
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