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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$36.48
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets766.88M
JHancock Disciplined Value Mid Cap R2
Price$28.87
Change+$0.30 (+1.05%)
VolumeN/A
Net Assets22.33B
FRBSX vs JVMSX Comparison Chart in %
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FRBSX vs. JVMSX commentary
Jul 18, 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: 22.3B vs. FRBSX (767M). FRBSX pays higher dividends than JVMSX: FRBSX (1.19) vs JVMSX (0.42). 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 : 1.07 vs. JVMSX (-2.89). JVMSX return over 5 years is better than : 53.14 vs. FRBSX (39.60).
| 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 | 4.532 | 6.565 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 767M | 22.3B | 3% |
| Annual Yield % from dividends | 1.19 | 0.42 | 286% |
| Returns for 1 year | 1.07 | -2.89 | -37% |
| Returns for 3 years | 20.07 | 21.83 | 92% |
| Returns for 5 years | 39.60 | 53.14 | 75% |
| Returns for 10 years | -6.98 | 40.86 | -17% |
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