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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$36.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FRBSX vs JVMTX Comparison Chart
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FRBSX vs. JVMTX commentary
Sep 16, 2024
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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.8B vs. FRBSX (797M). FRBSX pays higher dividends than JVMTX: FRBSX (1.13) vs JVMTX (0.73). FRBSX was incepted earlier than JVMTX: FRBSX (34 years) vs JVMTX (11 years). FRBSX is a more actively managed with annual turnover of: 64.21 vs. JVMTX (41.00). 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 : 15.54 vs. JVMTX (14.20). JVMTX return over 5 years is better than : 40.40 vs. FRBSX (11.60).
| FRBSX | JVMTX | FRBSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 11 years | - |
| Gain YTD | 9.856 | 9.108 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 22.8B | 3% |
| Annual Yield % from dividends | 1.13 | 0.73 | 156% |
| Returns for 1 year | 15.54 | 14.20 | 109% |
| Returns for 3 years | -1.11 | 9.50 | -12% |
| Returns for 5 years | 11.60 | 40.40 | 29% |
| Returns for 10 years | -27.01 | 57.10 | -47% |
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