FRBSX
Price
$35.11
Change
+$0.25 (+0.72%)
Updated
Jun 6 closing price
Net Assets
745.44M
JVMTX
Price
$27.79
Change
+$0.27 (+0.98%)
Updated
Jun 6 closing price
Net Assets
21.45B
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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$35.11
Change+$0.25 (+0.72%)
VolumeN/A
Net Assets745.44M
JHancock Disciplined Value Mid Cap R4
Price$27.79
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
FRBSX vs JVMTX Comparison Chart
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FRBSX vs. JVMTX commentary
Jun 07, 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: 21.5B vs. FRBSX (745M). 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: 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 : 0.97 vs. JVMTX (-3.25). JVMTX return over 5 years is better than : 38.98 vs. FRBSX (27.43).
FRBSXJVMTXFRBSX / JVMTX
Total Expense Ratio0.901.0090%
Annual Report Gross Expense Ratio0.921.1183%
Fund Existence35 years12 years-
Gain YTD0.6352.26728%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets745M21.5B3%
Annual Yield % from dividends1.240.67185%
Returns for 1 year0.97-3.25-30%
Returns for 3 years2.674.2663%
Returns for 5 years27.4338.9870%
Returns for 10 years-13.8736.45-38%
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