FRBSX
Price
$35.88
Change
+$0.35 (+0.99%)
Updated
Jun 26 closing price
Net Assets
755.12M
JVMAX
Price
$26.70
Change
+$0.26 (+0.98%)
Updated
Jun 26 closing price
Net Assets
21.72B
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FRBSX vs JVMAX

Header iconFRBSX vs JVMAX Comparison
Open Charts FRBSX vs JVMAXBanner chart's image
Franklin Mutual U.S. Mid Cap Value A
Price$35.88
Change+$0.35 (+0.99%)
VolumeN/A
Net Assets755.12M
JHancock Disciplined Value Mid Cap A
Price$26.70
Change+$0.26 (+0.98%)
VolumeN/A
Net Assets21.72B
FRBSX vs JVMAX Comparison Chart in %
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FRBSX vs. JVMAX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. FRBSX (755M). FRBSX pays higher dividends than JVMAX: FRBSX (1.24) vs JVMAX (0.60). 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 : 4.59 vs. JVMAX (-1.40). JVMAX return over 5 years is better than : 58.33 vs. FRBSX (45.99).
FRBSXJVMAXFRBSX / JVMAX
Total Expense Ratio0.901.1280%
Annual Report Gross Expense Ratio0.921.1381%
Fund Existence35 years28 years-
Gain YTD2.5694.01364%
Front Load6%5%110%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets755M21.7B3%
Annual Yield % from dividends1.240.60209%
Returns for 1 year4.59-1.40-327%
Returns for 3 years15.5715.41101%
Returns for 5 years45.9958.3379%
Returns for 10 years-11.2237.53-30%
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