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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$36.48
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets766.88M
JHancock Disciplined Value Mid Cap R4
Price$29.03
Change+$0.31 (+1.08%)
VolumeN/A
Net Assets22.33B
FRBSX vs JVMTX Comparison Chart in %
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FRBSX vs. JVMTX commentary
Jul 18, 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: 22.3B vs. FRBSX (767M). FRBSX pays higher dividends than JVMTX: FRBSX (1.19) vs JVMTX (0.65). 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 : 1.07 vs. JVMTX (-2.60). JVMTX return over 5 years is better than : 54.54 vs. FRBSX (39.60).
| 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 | 4.532 | 6.726 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 767M | 22.3B | 3% |
| Annual Yield % from dividends | 1.19 | 0.65 | 184% |
| Returns for 1 year | 1.07 | -2.60 | -41% |
| Returns for 3 years | 20.07 | 22.53 | 89% |
| Returns for 5 years | 39.60 | 54.54 | 73% |
| Returns for 10 years | -6.98 | 43.22 | -16% |
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