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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$12.93
Change-$0.48 (-3.58%)
VolumeN/A
Net Assets640.07M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
CFSMX vs JVMIX Comparison Chart in %
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CFSMX vs. JVMIX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. CFSMX (640M). JVMIX pays higher dividends than CFSMX: JVMIX (0.72) vs CFSMX (0.46). 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 : 4.96 vs. CFSMX (-10.10). JVMIX return over 5 years is better than : 23.04 vs. CFSMX (-15.90).
| 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 | 1.571 | 5.206 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 24.7B | 3% |
| Annual Yield % from dividends | 0.46 | 0.72 | 64% |
| Returns for 1 year | -10.10 | 4.96 | -204% |
| Returns for 3 years | -14.22 | 11.72 | -121% |
| Returns for 5 years | -15.90 | 23.04 | -69% |
| Returns for 10 years | 46.07 | 78.79 | 58% |
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