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FRBSX vs JVMAX
FRBSX vs JVMAX Comparison
Open Charts FRBSX vs JVMAX
Franklin Mutual U.S. Mid Cap Value A
Price$34.22
Change+$0.25 (+0.74%)
VolumeN/A
Net Assets731.71M
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
FRBSX vs JVMAX Comparison Chart
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FRBSX vs. JVMAX commentary
May 09, 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: 20.6B vs. FRBSX (732M). FRBSX pays higher dividends than JVMAX: FRBSX (1.28) vs JVMAX (0.63). 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: 47.00 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 : -1.47 vs. JVMAX (-8.80). JVMAX return over 5 years is better than : 49.78 vs. FRBSX (42.75).
| 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 | -1.934 | -2.360 | 82% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 20.6B | 4% |
| Annual Yield % from dividends | 1.28 | 0.63 | 203% |
| Returns for 1 year | -1.47 | -8.80 | 17% |
| Returns for 3 years | 5.73 | 4.03 | 142% |
| Returns for 5 years | 42.75 | 49.78 | 86% |
| Returns for 10 years | -17.10 | 26.12 | -65% |
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