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CFSMX vs JVMCX
CFSMX vs JVMCX Comparison
Open Charts CFSMX vs JVMCX
Clarkston Partners Founders
Price$13.03
Change-$0.24 (-1.81%)
VolumeN/A
Net Assets951.72M
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
CFSMX vs JVMCX Comparison Chart
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CFSMX vs. JVMCX 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. CFSMX (952M). 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: 47.00 vs. CFSMX (22.00). JVMCX has a lower initial minimum investment than CFSMX: JVMCX (1000) vs CFSMX (100000000). JVMCX (-4.05) and CFSMX (-4.22) have marching annual gain over last year. JVMCX return over 5 years is better than : 45.41 vs. CFSMX (11.24).
| 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 | -10.262 | 2.055 | -499% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -4.22 | -4.05 | 104% |
| Returns for 3 years | -11.77 | 13.31 | -88% |
| Returns for 5 years | 11.24 | 45.41 | 25% |
| Returns for 10 years | N/A | 25.18 | - |
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