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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$13.36
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets868.61M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
CFSMX vs JVMIX Comparison Chart in %
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CFSMX vs. JVMIX commentary
Nov 14, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. CFSMX (869M). JVMIX pays higher dividends than CFSMX: JVMIX (0.75) vs CFSMX (0.55). CFSMX was incepted earlier than JVMIX: CFSMX (10 years) vs JVMIX (28 years). CFSMX (0.88) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. CFSMX (22.00). JVMIX has a lower initial minimum investment than CFSMX: JVMIX (250000) vs CFSMX (100000000). JVMIX annual gain was more profitable for investors over the last year : -6.53 vs. CFSMX (-9.81). JVMIX return over 5 years is better than : 36.37 vs. CFSMX (-2.26).
| CFSMX | JVMIX | CFSMX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.88 | 0.86 | 102% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -7.645 | 9.796 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 24.2B | 4% |
| Annual Yield % from dividends | 0.55 | 0.75 | 73% |
| Returns for 1 year | -9.81 | -6.53 | 150% |
| Returns for 3 years | -17.52 | 15.24 | -115% |
| Returns for 5 years | -2.26 | 36.37 | -6% |
| Returns for 10 years | 39.17 | 50.51 | 78% |
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