FRBSX
Price
$35.88
Change
+$0.35 (+0.99%)
Updated
Jun 26 closing price
Net Assets
755.12M
JVMTX
Price
$28.28
Change
+$0.27 (+0.96%)
Updated
Jun 26 closing price
Net Assets
21.72B
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FRBSX vs JVMTX

Header iconFRBSX vs JVMTX Comparison
Open Charts FRBSX vs JVMTXBanner chart's image
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 R4
Price$28.28
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
FRBSX vs JVMTX Comparison Chart in %
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FRBSX vs. JVMTX 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 JVMTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. FRBSX (755M). FRBSX pays higher dividends than JVMTX: FRBSX (1.24) vs JVMTX (0.67). 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). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FRBSX (37.84). 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 : 4.59 vs. JVMTX (-0.69). JVMTX return over 5 years is better than : 61.02 vs. FRBSX (45.99).
FRBSXJVMTXFRBSX / JVMTX
Total Expense Ratio0.901.0090%
Annual Report Gross Expense Ratio0.921.1183%
Fund Existence35 years12 years-
Gain YTD2.5694.08863%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets755M21.7B3%
Annual Yield % from dividends1.240.67185%
Returns for 1 year4.59-0.69-661%
Returns for 3 years15.5716.8093%
Returns for 5 years45.9961.0275%
Returns for 10 years-11.2241.72-27%
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