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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$37.80
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets789.81M
JHancock Disciplined Value Mid Cap R6
Price$30.04
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets24.02B
FRBSX vs JVMRX Comparison Chart in %
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FRBSX vs. JVMRX commentary
Aug 28, 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: 24B vs. FRBSX (790M). 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 (0.75). 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 : 1.80 vs. JVMRX (0.20). JVMRX return over 5 years is better than : 52.58 vs. FRBSX (38.08).
| 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 | 8.891 | 11.136 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 24B | 3% |
| Annual Yield % from dividends | 1.20 | 0.86 | 139% |
| Returns for 1 year | 1.80 | 0.20 | 907% |
| Returns for 3 years | 18.26 | 20.15 | 91% |
| Returns for 5 years | 38.08 | 52.58 | 72% |
| Returns for 10 years | 1.33 | 57.05 | 2% |
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