CFSMX
Price
$13.45
Change
-$0.01 (-0.07%)
Updated
Jul 3 closing price
Net Assets
973.14M
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
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CFSMX vs JVMAX

Header iconCFSMX vs JVMAX Comparison
Open Charts CFSMX vs JVMAXBanner chart's image
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.

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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).
CFSMXJVMAXCFSMX / JVMAX
Total Expense Ratio0.851.1276%
Annual Report Gross Expense Ratio0.881.1378%
Fund Existence10 years28 years-
Gain YTD-7.3698.301-89%
Front LoadN/A5%-
Min. Initial Investment100000000100010,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets973M22.6B4%
Annual Yield % from dividends0.550.5896%
Returns for 1 year-1.062.59-41%
Returns for 3 years-11.5122.00-52%
Returns for 5 years15.2059.3226%
Returns for 10 yearsN/A42.63-
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