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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$35.11
Change+$0.25 (+0.72%)
VolumeN/A
Net Assets745.44M
JHancock Disciplined Value Mid Cap A
Price$26.24
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets21.45B
FRBSX vs JVMAX Comparison Chart
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FRBSX vs. JVMAX commentary
Jun 07, 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: 21.5B vs. FRBSX (745M). 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: 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 : 0.97 vs. JVMAX (-3.90). JVMAX return over 5 years is better than : 36.66 vs. FRBSX (27.43).
| 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 | 0.635 | 2.203 | 29% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 745M | 21.5B | 3% |
| Annual Yield % from dividends | 1.24 | 0.60 | 209% |
| Returns for 1 year | 0.97 | -3.90 | -25% |
| Returns for 3 years | 2.67 | 3.02 | 89% |
| Returns for 5 years | 27.43 | 36.66 | 75% |
| Returns for 10 years | -13.87 | 32.40 | -43% |
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