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FRBSX vs JVMCX
FRBSX vs JVMCX Comparison
Open Charts FRBSX vs JVMCX
Franklin Mutual U.S. Mid Cap Value A
Price$36.92
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets774.09M
JHancock Disciplined Value Mid Cap C
Price$28.10
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets24.35B
FRBSX vs JVMCX Comparison Chart in %
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FRBSX vs. JVMCX commentary
Sep 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 Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. FRBSX (774M). FRBSX pays higher dividends than JVMCX: FRBSX (1.15) vs JVMCX (0.00). FRBSX was incepted earlier than JVMCX: FRBSX (35 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FRBSX (0.92). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FRBSX (37.84). FRBSX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX (-1.02) and FRBSX (-1.05) have marching annual gain over last year. JVMCX return over 5 years is better than : 49.23 vs. FRBSX (36.64).
| FRBSX | JVMCX | FRBSX / JVMCX | |
| Total Expense Ratio | 0.90 | 1.85 | 49% |
| Annual Report Gross Expense Ratio | 0.92 | 1.86 | 49% |
| Fund Existence | 35 years | 14 years | - |
| Gain YTD | 6.495 | 11.107 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 24.3B | 3% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | -1.05 | -1.02 | 102% |
| Returns for 3 years | 19.80 | 21.60 | 92% |
| Returns for 5 years | 36.64 | 49.23 | 74% |
| Returns for 10 years | 1.72 | 46.05 | 4% |
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