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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$35.69
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets786.18M
JHancock Disciplined Value Mid Cap R4
Price$27.47
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
FRBSX vs JVMTX Comparison Chart
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FRBSX vs. JVMTX commentary
Feb 23, 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 Hold and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. FRBSX (786M). FRBSX pays higher dividends than JVMTX: FRBSX (1.13) vs JVMTX (0.73). FRBSX was incepted earlier than JVMTX: FRBSX (35 years) vs JVMTX (12 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 : 5.15 vs. JVMTX (-1.95). JVMTX return over 5 years is better than : 24.70 vs. FRBSX (10.15).
| FRBSX | JVMTX | FRBSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 12 years | - |
| Gain YTD | 3.031 | 2.081 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 22.5B | 3% |
| Annual Yield % from dividends | 1.13 | 0.73 | 156% |
| Returns for 1 year | 5.15 | -1.95 | -264% |
| Returns for 3 years | 3.65 | 3.49 | 105% |
| Returns for 5 years | 10.15 | 24.70 | 41% |
| Returns for 10 years | -12.70 | 36.20 | -35% |
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