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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$30.26
Change+$0.37 (+1.24%)
VolumeN/A
Net Assets685.37M
JHancock Disciplined Value Mid Cap R4
Price$24.69
Change+$0.38 (+1.56%)
VolumeN/A
Net Assets19.24B
FCBSX vs JVMTX Comparison Chart
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FCBSX vs. JVMTX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.2B vs. FCBSX (685M). JVMTX pays higher dividends than FCBSX: JVMTX (0.69) 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). 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 : -9.36 vs. JVMTX (-15.21). JVMTX return over 5 years is better than : 44.22 vs. FCBSX (27.84).
| 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 | -8.844 | -9.662 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 19.2B | 4% |
| Annual Yield % from dividends | 0.46 | 0.69 | 67% |
| Returns for 1 year | -9.36 | -15.21 | 61% |
| Returns for 3 years | -9.48 | -8.45 | 112% |
| Returns for 5 years | 27.84 | 44.22 | 63% |
| Returns for 10 years | -26.70 | 20.48 | -130% |
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