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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$35.95
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets757.79M
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.06B
FRBSX vs JVMRX Comparison Chart in %
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FRBSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FRBSX (758M). FRBSX pays higher dividends than JVMRX: FRBSX (1.20) vs JVMRX (0.86). 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: 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 : 3.71 vs. FRBSX (3.07). JVMRX return over 5 years is better than : 52.18 vs. FRBSX (34.41).
| 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 | 3.753 | 8.203 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 23.1B | 3% |
| Annual Yield % from dividends | 1.20 | 0.86 | 139% |
| Returns for 1 year | 3.07 | 3.71 | 83% |
| Returns for 3 years | 12.27 | 16.84 | 73% |
| Returns for 5 years | 34.41 | 52.18 | 66% |
| Returns for 10 years | -5.48 | 47.32 | -12% |
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