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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$35.69
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets786.18M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
FRBSX vs JVMRX Comparison Chart
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FRBSX vs. JVMRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. FRBSX (786M). FRBSX pays higher dividends than JVMRX: FRBSX (1.13) vs JVMRX (0.93). FRBSX was incepted earlier than JVMRX: FRBSX (35 years) vs JVMRX (13 years). FRBSX is a more actively managed with annual turnover of: 64.21 vs. JVMRX (41.00). 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 : 5.15 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. FRBSX (10.15).
| FRBSX | JVMRX | FRBSX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 13 years | - |
| Gain YTD | 3.031 | 2.079 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 22.5B | 3% |
| Annual Yield % from dividends | 1.13 | 0.93 | 121% |
| Returns for 1 year | 5.15 | -1.71 | -301% |
| Returns for 3 years | 3.65 | 4.02 | 91% |
| Returns for 5 years | 10.15 | 25.72 | 39% |
| Returns for 10 years | -12.70 | 38.31 | -33% |
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