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CFSMX vs JVMCX
CFSMX vs JVMCX Comparison
Open Charts CFSMX vs JVMCX
Clarkston Partners Founders
Price$13.72
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets970.73M
JHancock Disciplined Value Mid Cap C
Price$27.50
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets23.06B
CFSMX vs JVMCX Comparison Chart in %
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CFSMX vs. JVMCX 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. CFSMX (971M). CFSMX pays higher dividends than JVMCX: CFSMX (0.55) vs JVMCX (0.00). CFSMX was incepted earlier than JVMCX: CFSMX (10 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than CFSMX (0.88). JVMCX is a more actively managed with annual turnover of: 49.00 vs. CFSMX (22.00). JVMCX has a lower initial minimum investment than CFSMX: JVMCX (1000) vs CFSMX (100000000). JVMCX annual gain was more profitable for investors over the last year : -0.47 vs. CFSMX (-0.96). JVMCX return over 5 years is better than : 50.96 vs. CFSMX (13.72).
| CFSMX | JVMCX | CFSMX / JVMCX | |
| Total Expense Ratio | 0.85 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 0.88 | 1.88 | 47% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -5.510 | 8.696 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 23.1B | 4% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | -0.96 | -0.47 | 204% |
| Returns for 3 years | -12.99 | 17.84 | -73% |
| Returns for 5 years | 13.72 | 50.96 | 27% |
| Returns for 10 years | N/A | 37.38 | - |
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