Interact to see
Advertisement
Advertisement
FRBSX vs JVMRX
FRBSX vs JVMRX Comparison
Open Charts FRBSX vs JVMRX
Franklin Mutual U.S. Mid Cap Value A
Price$35.09
Change-$0.20 (-0.57%)
VolumeN/A
Net Assets722.26M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FRBSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBSX vs. JVMRX commentary
Nov 20, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. FRBSX (722M). FRBSX pays higher dividends than JVMRX: FRBSX (1.19) vs JVMRX (0.85). FRBSX was incepted earlier than JVMRX: FRBSX (36 years) vs JVMRX (14 years). FRBSX (0.92) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FRBSX (37.84). FRBSX has a lower initial minimum investment than JVMRX: FRBSX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -6.35 vs. FRBSX (-7.61). JVMRX return over 5 years is better than : 33.25 vs. FRBSX (17.22).
| FRBSX | JVMRX | FRBSX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 0.92 | 0.75 | 123% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 1.876 | 7.906 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 23.5B | 3% |
| Annual Yield % from dividends | 1.19 | 0.85 | 140% |
| Returns for 1 year | -7.61 | -6.35 | 120% |
| Returns for 3 years | 8.88 | 12.97 | 68% |
| Returns for 5 years | 17.22 | 33.25 | 52% |
| Returns for 10 years | -8.22 | 46.00 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement