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FRBSX vs JVMRX
FRBSX vs JVMRX Comparison
Open Charts FRBSX vs JVMRX
Franklin Mutual U.S. Mid Cap Value A
Price$34.03
Change+$0.58 (+1.73%)
VolumeN/A
Net Assets733.6M
JHancock Disciplined Value Mid Cap R6
Price$26.38
Change+$0.53 (+2.05%)
VolumeN/A
Net Assets20.69B
FRBSX vs JVMRX Comparison Chart
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FRBSX vs. JVMRX commentary
May 04, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.7B vs. FRBSX (734M). FRBSX pays higher dividends than JVMRX: FRBSX (1.28) vs JVMRX (0.96). FRBSX was incepted earlier than JVMRX: FRBSX (35 years) vs JVMRX (14 years). FRBSX (0.92) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. FRBSX (37.84). FRBSX has a lower initial minimum investment than JVMRX: FRBSX (1000) vs JVMRX (1000000). FRBSX annual gain was more profitable for investors over the last year : 0.55 vs. JVMRX (-8.03). JVMRX return over 5 years is better than : 56.36 vs. FRBSX (46.88).
| FRBSX | JVMRX | FRBSX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.75 | 120% |
| Annual Report Gross Expense Ratio | 0.92 | 0.76 | 121% |
| Fund Existence | 35 years | 14 years | - |
| Gain YTD | -1.761 | -4.046 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 20.7B | 4% |
| Annual Yield % from dividends | 1.28 | 0.96 | 133% |
| Returns for 1 year | 0.55 | -8.03 | -7% |
| Returns for 3 years | 1.92 | -0.23 | -850% |
| Returns for 5 years | 46.88 | 56.36 | 83% |
| Returns for 10 years | -16.53 | 31.02 | -53% |
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