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FRBSX vs JVMSX
FRBSX vs JVMSX Comparison
Open Charts FRBSX vs JVMSX
Franklin Mutual U.S. Mid Cap Value A
Price$34.22
Change+$0.25 (+0.74%)
VolumeN/A
Net Assets731.71M
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
FRBSX vs JVMSX Comparison Chart
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FRBSX vs. JVMSX commentary
May 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. FRBSX (732M). FRBSX pays higher dividends than JVMSX: FRBSX (1.28) vs JVMSX (0.46). FRBSX was incepted earlier than JVMSX: FRBSX (35 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FRBSX (0.92). JVMSX is a more actively managed with annual turnover of: 47.00 vs. FRBSX (37.84). JVMSX has a lower initial minimum investment than FRBSX: JVMSX (0) vs FRBSX (1000). FRBSX annual gain was more profitable for investors over the last year : -1.47 vs. JVMSX (-8.45). JVMSX return over 5 years is better than : 50.94 vs. FRBSX (42.75).
| FRBSX | JVMSX | FRBSX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.25 | 72% |
| Annual Report Gross Expense Ratio | 0.92 | 1.26 | 73% |
| Fund Existence | 35 years | 13 years | - |
| Gain YTD | -1.934 | -2.424 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 20.6B | 4% |
| Annual Yield % from dividends | 1.28 | 0.46 | 280% |
| Returns for 1 year | -1.47 | -8.45 | 17% |
| Returns for 3 years | 5.73 | 4.66 | 123% |
| Returns for 5 years | 42.75 | 50.94 | 84% |
| Returns for 10 years | -17.10 | 27.80 | -62% |
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