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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$36.62
Change-$1.07 (-2.84%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
FRBSX vs JVMTX Comparison Chart
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FRBSX vs. JVMTX commentary
Dec 19, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. FRBSX (790M). FRBSX pays higher dividends than JVMTX: FRBSX (1.13) vs JVMTX (0.73). FRBSX was incepted earlier than JVMTX: FRBSX (35 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 (11.19) and JVMTX (11.00) have marching annual gain over last year. JVMTX return over 5 years is better than : 41.32 vs. FRBSX (13.96).
| FRBSX | JVMTX | FRBSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 11 years | - |
| Gain YTD | 10.886 | 13.021 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 23.4B | 3% |
| Annual Yield % from dividends | 1.13 | 0.73 | 156% |
| Returns for 1 year | 11.19 | 11.00 | 102% |
| Returns for 3 years | 10.51 | 17.45 | 60% |
| Returns for 5 years | 13.96 | 41.32 | 34% |
| Returns for 10 years | -9.78 | 59.48 | -16% |
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