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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$13.36
Change+$0.15 (+1.14%)
VolumeN/A
Net Assets822.89M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
CFSMX vs JVMIX Comparison Chart in %
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CFSMX vs. JVMIX commentary
Dec 04, 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: 24.5B vs. CFSMX (823M). JVMIX pays higher dividends than CFSMX: JVMIX (0.74) vs CFSMX (0.54). CFSMX was incepted earlier than JVMIX: CFSMX (10 years) vs JVMIX (29 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 : -5.91 vs. CFSMX (-14.20). JVMIX return over 5 years is better than : 33.54 vs. CFSMX (-7.26).
| 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 | 29 years | - |
| Gain YTD | -8.264 | 12.022 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 823M | 24.5B | 3% |
| Annual Yield % from dividends | 0.54 | 0.74 | 73% |
| Returns for 1 year | -14.20 | -5.91 | 241% |
| Returns for 3 years | -20.38 | 14.46 | -141% |
| Returns for 5 years | -7.26 | 33.54 | -22% |
| Returns for 10 years | 36.09 | 50.20 | 72% |
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