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CFSMX vs JVMAX
CFSMX vs JVMAX Comparison
Open Charts CFSMX vs JVMAX
Clarkston Partners Founders
Price$13.45
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets973.14M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
CFSMX vs JVMAX Comparison Chart in %
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CFSMX vs. JVMAX commentary
Jul 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 CFSMX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. CFSMX (973M). JVMAX (0.58) and CFSMX (0.55) have matching dividends . CFSMX was incepted earlier than JVMAX: CFSMX (10 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than CFSMX (0.88). JVMAX is a more actively managed with annual turnover of: 47.00 vs. CFSMX (22.00). JVMAX has a lower initial minimum investment than CFSMX: JVMAX (1000) vs CFSMX (100000000). JVMAX annual gain was more profitable for investors over the last year : 2.59 vs. CFSMX (-1.06). JVMAX return over 5 years is better than : 59.32 vs. CFSMX (15.20).
| CFSMX | JVMAX | CFSMX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.88 | 1.13 | 78% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -7.369 | 8.301 | -89% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 22.6B | 4% |
| Annual Yield % from dividends | 0.55 | 0.58 | 96% |
| Returns for 1 year | -1.06 | 2.59 | -41% |
| Returns for 3 years | -11.51 | 22.00 | -52% |
| Returns for 5 years | 15.20 | 59.32 | 26% |
| Returns for 10 years | N/A | 42.63 | - |
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