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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$36.62
Change-$1.07 (-2.84%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
FRBSX vs JVMAX Comparison Chart
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FRBSX vs. JVMAX commentary
Dec 19, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. FRBSX (790M). 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 (11.19) and JVMAX (10.66) have marching annual gain over last year. JVMAX return over 5 years is better than : 39.81 vs. FRBSX (13.96).
| 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 | 10.886 | 12.851 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 23.4B | 3% |
| Annual Yield % from dividends | 1.13 | 0.67 | 169% |
| Returns for 1 year | 11.19 | 10.66 | 105% |
| Returns for 3 years | 10.51 | 16.69 | 63% |
| Returns for 5 years | 13.96 | 39.81 | 35% |
| Returns for 10 years | -9.78 | 55.64 | -18% |
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