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CFSMX vs JVMAX
CFSMX vs JVMAX Comparison
Open Charts CFSMX vs JVMAX
Clarkston Partners Founders
Price$13.03
Change-$0.24 (-1.81%)
VolumeN/A
Net Assets951.72M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
CFSMX vs JVMAX Comparison Chart
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CFSMX vs. JVMAX commentary
Jun 16, 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. CFSMX (952M). JVMAX pays higher dividends than CFSMX: JVMAX (0.60) vs CFSMX (0.55). 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 : -3.68 vs. CFSMX (-4.22). JVMAX return over 5 years is better than : 48.97 vs. CFSMX (11.24).
| 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 | -10.262 | 2.360 | -435% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 952M | 21.5B | 4% |
| Annual Yield % from dividends | 0.55 | 0.60 | 92% |
| Returns for 1 year | -4.22 | -3.68 | 115% |
| Returns for 3 years | -11.77 | 15.06 | -78% |
| Returns for 5 years | 11.24 | 48.97 | 23% |
| Returns for 10 years | N/A | 31.57 | - |
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