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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$36.85
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets765.04M
JHancock Disciplined Value Mid Cap R6
Price$30.08
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
FRBSX vs JVMRX Comparison Chart in %
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FRBSX vs. JVMRX commentary
Oct 09, 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: 24.1B vs. FRBSX (765M). FRBSX pays higher dividends than JVMRX: FRBSX (1.17) vs JVMRX (0.84). 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). FRBSX annual gain was more profitable for investors over the last year : -0.39 vs. JVMRX (-0.95). JVMRX return over 5 years is better than : 49.17 vs. FRBSX (33.24).
| 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 | 6.293 | 11.136 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 24.1B | 3% |
| Annual Yield % from dividends | 1.17 | 0.84 | 140% |
| Returns for 1 year | -0.39 | -0.95 | 41% |
| Returns for 3 years | 25.88 | 29.92 | 86% |
| Returns for 5 years | 33.24 | 49.17 | 68% |
| Returns for 10 years | -2.78 | 54.96 | -5% |
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