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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$35.69
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets786.18M
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
FRBSX vs JVMAX Comparison Chart
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FRBSX vs. JVMAX commentary
Feb 23, 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. FRBSX (786M). FRBSX pays higher dividends than JVMAX: FRBSX (1.13) vs JVMAX (0.67). FRBSX was incepted earlier than JVMAX: FRBSX (35 years) vs JVMAX (28 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 : 5.15 vs. JVMAX (-2.62). JVMAX return over 5 years is better than : 22.67 vs. FRBSX (10.15).
| FRBSX | JVMAX | FRBSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 28 years | - |
| Gain YTD | 3.031 | 2.046 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 22.5B | 3% |
| Annual Yield % from dividends | 1.13 | 0.67 | 169% |
| Returns for 1 year | 5.15 | -2.62 | -197% |
| Returns for 3 years | 3.65 | 2.26 | 162% |
| Returns for 5 years | 10.15 | 22.67 | 45% |
| Returns for 10 years | -12.70 | 32.20 | -39% |
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