FRBSX
Price
$35.11
Change
+$0.25 (+0.72%)
Updated
Jun 6 closing price
Net Assets
745.44M
JVMSX
Price
$27.66
Change
+$0.28 (+1.02%)
Updated
Jun 6 closing price
Net Assets
21.45B
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FRBSX vs JVMSX

Header iconFRBSX vs JVMSX Comparison
Open Charts FRBSX vs JVMSXBanner chart's image
Franklin Mutual U.S. Mid Cap Value A
Price$35.11
Change+$0.25 (+0.72%)
VolumeN/A
Net Assets745.44M
JHancock Disciplined Value Mid Cap R2
Price$27.66
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
FRBSX vs JVMSX Comparison Chart
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FRBSX vs. JVMSX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. FRBSX (745M). FRBSX pays higher dividends than JVMSX: FRBSX (1.24) vs JVMSX (0.43). 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 : 0.97 vs. JVMSX (-3.54). JVMSX return over 5 years is better than : 37.71 vs. FRBSX (27.43).
FRBSXJVMSXFRBSX / JVMSX
Total Expense Ratio0.901.2572%
Annual Report Gross Expense Ratio0.921.2673%
Fund Existence35 years13 years-
Gain YTD0.6352.12630%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets745M21.5B3%
Annual Yield % from dividends1.240.43287%
Returns for 1 year0.97-3.54-27%
Returns for 3 years2.673.6773%
Returns for 5 years27.4337.7173%
Returns for 10 years-13.8734.21-41%
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