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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$32.47
Change-$0.50 (-1.52%)
VolumeN/A
Net Assets761.7M
JHancock Disciplined Value Mid Cap R4
Price$26.18
Change-$0.50 (-1.87%)
VolumeN/A
Net Assets21.34B
FCBSX vs JVMTX Comparison Chart
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FCBSX vs. JVMTX commentary
Mar 11, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.3B vs. FCBSX (762M). JVMTX pays higher dividends than FCBSX: JVMTX (0.67) vs FCBSX (0.45). 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). FCBSX is a more actively managed with annual turnover of: 64.21 vs. JVMTX (47.00). 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 : -0.20 vs. JVMTX (-7.21). JVMTX return over 5 years is better than : 56.82 vs. FCBSX (36.80).
| 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 | 0.549 | -0.855 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 762M | 21.3B | 4% |
| Annual Yield % from dividends | 0.45 | 0.67 | 67% |
| Returns for 1 year | -0.20 | -7.21 | 3% |
| Returns for 3 years | 1.25 | 2.61 | 48% |
| Returns for 5 years | 36.80 | 56.82 | 65% |
| Returns for 10 years | -17.09 | 34.73 | -49% |
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