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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$38.67
Change-$0.13 (-0.34%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
FRBSX vs JVMAX Comparison Chart
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FRBSX vs. JVMAX 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 FRBSX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. FRBSX (813M). FRBSX pays higher dividends than JVMAX: FRBSX (1.13) vs JVMAX (0.67). FRBSX was incepted earlier than JVMAX: FRBSX (35 years) vs JVMAX (27 years). FRBSX is a more actively managed with annual turnover of: 64.21 vs. JVMAX (41.00). FRBSX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FRBSX annual gain was more profitable for investors over the last year : 23.16 vs. JVMAX (21.07). JVMAX return over 5 years is better than : 42.69 vs. FRBSX (12.47).
| FRBSX | JVMAX | FRBSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 27 years | - |
| Gain YTD | 13.769 | 14.313 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 23.8B | 3% |
| Annual Yield % from dividends | 1.13 | 0.67 | 169% |
| Returns for 1 year | 23.16 | 21.07 | 110% |
| Returns for 3 years | -4.53 | 6.26 | -72% |
| Returns for 5 years | 12.47 | 42.69 | 29% |
| Returns for 10 years | -21.92 | 56.97 | -38% |