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FRBSX vs JVMIX
FRBSX vs JVMIX Comparison
Open Charts FRBSX vs JVMIX
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 I
Price$30.14
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets24.35B
FRBSX vs JVMIX Comparison Chart in %
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FRBSX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FRBSX (774M). FRBSX pays higher dividends than JVMIX: FRBSX (1.15) vs JVMIX (0.74). FRBSX was incepted earlier than JVMIX: FRBSX (35 years) vs JVMIX (28 years). FRBSX (0.92) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FRBSX (37.84). FRBSX has a lower initial minimum investment than JVMIX: FRBSX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.63 vs. FRBSX (-1.05). JVMIX return over 5 years is better than : 56.17 vs. FRBSX (36.64).
| FRBSX | JVMIX | FRBSX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 0.92 | 0.86 | 107% |
| Fund Existence | 35 years | 28 years | - |
| Gain YTD | 6.495 | 11.911 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 24.3B | 3% |
| Annual Yield % from dividends | 1.15 | 0.74 | 154% |
| Returns for 1 year | -1.05 | 0.63 | -167% |
| Returns for 3 years | 19.80 | 25.37 | 78% |
| Returns for 5 years | 36.64 | 56.17 | 65% |
| Returns for 10 years | 1.72 | 59.78 | 3% |
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