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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$35.88
Change+$0.35 (+0.99%)
VolumeN/A
Net Assets755.12M
JHancock Disciplined Value Mid Cap R2
Price$28.14
Change+$0.27 (+0.97%)
VolumeN/A
Net Assets21.72B
FRBSX vs JVMSX Comparison Chart in %
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FRBSX vs. JVMSX commentary
Jun 27, 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: 21.7B vs. FRBSX (755M). 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: 49.00 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 : 4.59 vs. JVMSX (-0.98). JVMSX return over 5 years is better than : 59.62 vs. FRBSX (45.99).
| 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 | 2.569 | 3.954 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 21.7B | 3% |
| Annual Yield % from dividends | 1.24 | 0.43 | 287% |
| Returns for 1 year | 4.59 | -0.98 | -469% |
| Returns for 3 years | 15.57 | 16.15 | 96% |
| Returns for 5 years | 45.99 | 59.62 | 77% |
| Returns for 10 years | -11.22 | 39.42 | -28% |
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