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$36.92
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets774.09M
JHancock Disciplined Value Mid Cap R6
Price$30.16
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
FRBSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. FRBSX (774M). FRBSX pays higher dividends than JVMRX: FRBSX (1.15) vs JVMRX (0.84). FRBSX was incepted earlier than JVMRX: FRBSX (35 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 : 0.73 vs. FRBSX (-1.05). JVMRX return over 5 years is better than : 56.71 vs. FRBSX (36.64).
| FRBSX | JVMRX | FRBSX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 0.92 | 0.75 | 123% |
| Fund Existence | 35 years | 14 years | - |
| Gain YTD | 6.495 | 11.990 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 24.3B | 3% |
| Annual Yield % from dividends | 1.15 | 0.84 | 136% |
| Returns for 1 year | -1.05 | 0.73 | -142% |
| Returns for 3 years | 19.80 | 25.62 | 77% |
| Returns for 5 years | 36.64 | 56.71 | 65% |
| Returns for 10 years | 1.72 | 60.74 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement