Interact to see
Advertisement
Advertisement
CFMDX vs JVMTX
CFMDX vs JVMTX Comparison
Open Charts CFMDX vs JVMTX
Clarkston Founders Founders
Price$16.88
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets781.23M
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
CFMDX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. CFMDX (781M). JVMTX pays higher dividends than CFMDX: JVMTX (0.61) vs CFMDX (0.46). CFMDX was incepted earlier than JVMTX: CFMDX (5 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than CFMDX (0.84). JVMTX is a more actively managed with annual turnover of: 49.00 vs. CFMDX (17.00). JVMTX has a lower initial minimum investment than CFMDX: JVMTX (0) vs CFMDX (100000000). CFMDX annual gain was more profitable for investors over the last year : 4.65 vs. JVMTX (2.35).
| CFMDX | JVMTX | CFMDX / JVMTX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.84 | 1.10 | 76% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 5.500 | 3.567 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 23.9B | 3% |
| Annual Yield % from dividends | 0.46 | 0.61 | 75% |
| Returns for 1 year | 4.65 | 2.35 | 198% |
| Returns for 3 years | 22.28 | 15.93 | 140% |
| Returns for 5 years | N/A | 23.38 | - |
| Returns for 10 years | N/A | 48.70 | - |