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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$13.83
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets943.57M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
CFSMX vs JVMIX Comparison Chart in %
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CFSMX vs. JVMIX commentary
Sep 08, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. CFSMX (944M). JVMIX pays higher dividends than CFSMX: JVMIX (0.74) vs CFSMX (0.52). 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 : 2.91 vs. CFSMX (-2.40). JVMIX return over 5 years is better than : 54.86 vs. CFSMX (9.15).
| 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 | -4.408 | 11.985 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 944M | 24.3B | 4% |
| Annual Yield % from dividends | 0.52 | 0.74 | 70% |
| Returns for 1 year | -2.40 | 2.91 | -83% |
| Returns for 3 years | -11.09 | 24.95 | -44% |
| Returns for 5 years | 9.15 | 54.86 | 17% |
| Returns for 10 years | N/A | 58.60 | - |
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