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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$34.22
Change+$0.25 (+0.74%)
VolumeN/A
Net Assets731.71M
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
FRBSX vs JVMTX Comparison Chart
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FRBSX vs. JVMTX commentary
May 09, 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.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. FRBSX (732M). FRBSX pays higher dividends than JVMTX: FRBSX (1.28) vs JVMTX (0.71). 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: 47.00 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 : -1.47 vs. JVMTX (-8.15). JVMTX return over 5 years is better than : 52.25 vs. FRBSX (42.75).
| 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 | -1.934 | -2.304 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 20.6B | 4% |
| Annual Yield % from dividends | 1.28 | 0.71 | 180% |
| Returns for 1 year | -1.47 | -8.15 | 18% |
| Returns for 3 years | 5.73 | 5.30 | 108% |
| Returns for 5 years | 42.75 | 52.25 | 82% |
| Returns for 10 years | -17.10 | 29.98 | -57% |
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