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FRBSX vs JVMTX
FRBSX vs JVMTX Comparison
Open Charts FRBSX vs JVMTX
Franklin Mutual U.S. Mid Cap Value A
Price$32.28
Change+$0.20 (+0.62%)
VolumeN/A
Net Assets693.93M
JHancock Disciplined Value Mid Cap R4
Price$24.85
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
FRBSX vs JVMTX Comparison Chart
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FRBSX vs. JVMTX commentary
Apr 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.4B vs. FRBSX (694M). FRBSX pays higher dividends than JVMTX: FRBSX (1.24) vs JVMTX (0.69). FRBSX was incepted earlier than JVMTX: FRBSX (35 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FRBSX (0.92). FRBSX is a more actively managed with annual turnover of: 64.21 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than FRBSX: JVMTX (0) vs FRBSX (1000). FRBSX annual gain was more profitable for investors over the last year : -4.40 vs. JVMTX (-11.18). JVMTX return over 5 years is better than : 47.87 vs. FRBSX (37.83).
| FRBSX | JVMTX | FRBSX / JVMTX | |
| Total Expense Ratio | 0.90 | 1.00 | 90% |
| Annual Report Gross Expense Ratio | 0.92 | 1.11 | 83% |
| Fund Existence | 35 years | 12 years | - |
| Gain YTD | -7.390 | -8.510 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 19.4B | 4% |
| Annual Yield % from dividends | 1.24 | 0.69 | 179% |
| Returns for 1 year | -4.40 | -11.18 | 39% |
| Returns for 3 years | -7.17 | -8.03 | 89% |
| Returns for 5 years | 37.83 | 47.87 | 79% |
| Returns for 10 years | -21.39 | 22.01 | -97% |
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