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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$32.28
Change+$0.20 (+0.62%)
VolumeN/A
Net Assets693.93M
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
FRBSX vs JVMAX Comparison Chart
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FRBSX vs. JVMAX commentary
Apr 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. FRBSX (694M). FRBSX pays higher dividends than JVMAX: FRBSX (1.24) vs JVMAX (0.61). 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). FRBSX is a more actively managed with annual turnover of: 64.21 vs. JVMAX (47.00). 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 : -4.40 vs. JVMAX (-11.80). JVMAX return over 5 years is better than : 45.43 vs. FRBSX (37.83).
| 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 | -7.390 | -8.576 | 86% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 19.4B | 4% |
| Annual Yield % from dividends | 1.24 | 0.61 | 202% |
| Returns for 1 year | -4.40 | -11.80 | 37% |
| Returns for 3 years | -7.17 | -9.16 | 78% |
| Returns for 5 years | 37.83 | 45.43 | 83% |
| Returns for 10 years | -21.39 | 18.32 | -117% |
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