Interact to see
Advertisement
Advertisement
CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$13.72
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets970.73M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
CFSMX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFSMX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. CFSMX (971M). JVMIX pays higher dividends than CFSMX: JVMIX (0.78) vs CFSMX (0.55). CFSMX was incepted earlier than JVMIX: CFSMX (10 years) vs JVMIX (28 years). CFSMX (0.88) and JVMIX (0.88) 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 : 1.20 vs. CFSMX (-0.96). JVMIX return over 5 years is better than : 58.07 vs. CFSMX (13.72).
| CFSMX | JVMIX | CFSMX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 0.88 | 0.88 | 100% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -5.510 | 9.314 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 23.1B | 4% |
| Annual Yield % from dividends | 0.55 | 0.78 | 71% |
| Returns for 1 year | -0.96 | 1.20 | -80% |
| Returns for 3 years | -12.99 | 21.47 | -61% |
| Returns for 5 years | 13.72 | 58.07 | 24% |
| Returns for 10 years | N/A | 50.28 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JHS | 11.29 | 0.02 | +0.18% |
| John Hancock Income Securities Trust Capital Stock | |||
| FTBD | 49.20 | 0.06 | +0.12% |
| Fidelity Tactical Bond ETF | |||
| SCHC | 43.62 | N/A | N/A |
| Schwab International Small-Cap Eq ETF™ | |||
| CHW | 7.21 | N/A | N/A |
| Calamos Global Dynamic Income Fund | |||
| JHCP | 25.07 | N/A | N/A |
| JHancock Core Plus Bond ETF | |||