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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$33.95
Change+$0.11 (+0.33%)
VolumeN/A
Net Assets762.37M
JHancock Disciplined Value Mid Cap R4
Price$28.38
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets21.93B
FCBSX vs JVMTX Comparison Chart in %
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FCBSX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.9B vs. FCBSX (762M). 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: 49.00 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 : 4.64 vs. JVMTX (0.23). JVMTX return over 5 years is better than : 62.57 vs. FCBSX (42.51).
| 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 | 3.202 | 5.091 | 63% |
| 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 | 0.67 | 69% |
| Returns for 1 year | 4.64 | 0.23 | 2,036% |
| Returns for 3 years | 15.76 | 19.05 | 83% |
| Returns for 5 years | 42.51 | 62.57 | 68% |
| Returns for 10 years | -15.30 | 42.95 | -36% |
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