CFSMX
Price
$13.72
Change
+$0.13 (+0.96%)
Updated
Jul 25 closing price
Net Assets
970.73M
JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
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CFSMX vs JVMAX

Header iconCFSMX vs JVMAX Comparison
Open Charts CFSMX vs JVMAXBanner chart's image
Clarkston Partners Founders
Price$13.72
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets970.73M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
CFSMX vs JVMAX Comparison Chart in %
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CFSMX vs. JVMAX commentary
Jul 28, 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: 23.1B vs. CFSMX (971M). 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: 49.00 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 : 0.36 vs. CFSMX (-0.96). JVMAX return over 5 years is better than : 54.69 vs. CFSMX (13.72).
CFSMXJVMAXCFSMX / JVMAX
Total Expense Ratio0.851.1276%
Annual Report Gross Expense Ratio0.881.1378%
Fund Existence10 years28 years-
Gain YTD-5.5109.166-60%
Front LoadN/A5%-
Min. Initial Investment100000000100010,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets971M23.1B4%
Annual Yield % from dividends0.550.5896%
Returns for 1 year-0.960.36-269%
Returns for 3 years-12.9919.68-66%
Returns for 5 years13.7254.6925%
Returns for 10 yearsN/A44.49-
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