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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$35.95
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets757.79M
JHancock Disciplined Value Mid Cap I
Price$29.06
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.06B
FRBSX vs JVMIX Comparison Chart in %
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FRBSX vs. JVMIX commentary
Aug 07, 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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FRBSX (758M). FRBSX pays higher dividends than JVMIX: FRBSX (1.20) vs JVMIX (0.76). FRBSX was incepted earlier than JVMIX: FRBSX (35 years) vs JVMIX (28 years). FRBSX (0.92) and JVMIX (0.88) have similar cost to investors . 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 : 3.56 vs. FRBSX (3.07). JVMIX return over 5 years is better than : 51.66 vs. FRBSX (34.41).
| FRBSX | JVMIX | FRBSX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.87 | 103% |
| Annual Report Gross Expense Ratio | 0.92 | 0.88 | 105% |
| Fund Existence | 35 years | 28 years | - |
| Gain YTD | 3.753 | 8.126 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 23.1B | 3% |
| Annual Yield % from dividends | 1.20 | 0.76 | 158% |
| Returns for 1 year | 3.07 | 3.56 | 86% |
| Returns for 3 years | 12.27 | 16.56 | 74% |
| Returns for 5 years | 34.41 | 51.66 | 67% |
| Returns for 10 years | -5.48 | 46.44 | -12% |
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