Interact to see
Advertisement
Advertisement
FRBSX vs JVMAX
FRBSX vs JVMAX Comparison
Open Charts FRBSX vs JVMAX
Franklin Mutual U.S. Mid Cap Value A
Price$36.48
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets766.88M
JHancock Disciplined Value Mid Cap A
Price$27.40
Change+$0.29 (+1.07%)
VolumeN/A
Net Assets22.33B
FRBSX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBSX vs. JVMAX commentary
Jul 18, 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 FRBSX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.3B vs. FRBSX (767M). FRBSX pays higher dividends than JVMAX: FRBSX (1.19) vs JVMAX (0.58). FRBSX was incepted earlier than JVMAX: FRBSX (35 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FRBSX (0.92). JVMAX is a more actively managed with annual turnover of: 49.00 vs. FRBSX (37.84). FRBSX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). FRBSX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FRBSX annual gain was more profitable for investors over the last year : 1.07 vs. JVMAX (-3.28). JVMAX return over 5 years is better than : 51.96 vs. FRBSX (39.60).
| FRBSX | JVMAX | FRBSX / JVMAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 0.92 | 1.13 | 81% |
| Fund Existence | 35 years | 28 years | - |
| Gain YTD | 4.532 | 6.648 | 68% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 767M | 22.3B | 3% |
| Annual Yield % from dividends | 1.19 | 0.58 | 208% |
| Returns for 1 year | 1.07 | -3.28 | -33% |
| Returns for 3 years | 20.07 | 21.04 | 95% |
| Returns for 5 years | 39.60 | 51.96 | 76% |
| Returns for 10 years | -6.98 | 38.98 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers