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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$36.46
Change-$0.13 (-0.36%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
FCBSX vs JVMTX Comparison Chart
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FCBSX vs. JVMTX commentary
Nov 18, 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. FCBSX (813M). 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 (22.19) and JVMTX (21.44) have marching annual gain over last year. JVMTX return over 5 years is better than : 44.38 vs. FCBSX (8.74).
| 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 | 13.019 | 14.484 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 23.8B | 3% |
| Annual Yield % from dividends | 0.35 | 0.73 | 48% |
| Returns for 1 year | 22.19 | 21.44 | 103% |
| Returns for 3 years | -6.65 | 7.23 | -92% |
| Returns for 5 years | 8.74 | 44.38 | 20% |
| Returns for 10 years | -26.41 | 60.91 | -43% |
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