CFSMX
Price
$12.93
Change
-$0.48 (-3.58%)
Updated
Feb 3 closing price
Net Assets
640.07M
JVMIX
Price
$28.90
Change
-$0.80 (-2.69%)
Updated
Feb 3 closing price
Net Assets
24.66B
Interact to see
Advertisement

CFSMX vs JVMIX

Header iconCFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIXBanner chart's image
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 %
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
CFSMXJVMIXCFSMX / JVMIX
Total Expense Ratio0.850.85100%
Annual Report Gross Expense Ratio0.880.86102%
Fund Existence10 years29 years-
Gain YTD1.5715.20630%
Front LoadN/AN/A-
Min. Initial Investment10000000025000040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets640M24.7B3%
Annual Yield % from dividends0.460.7264%
Returns for 1 year-10.104.96-204%
Returns for 3 years-14.2211.72-121%
Returns for 5 years-15.9023.04-69%
Returns for 10 years46.0778.7958%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
AVMV75.680.58
+0.77%
Avantis U.S. Mid Cap Value ETF
DWSH6.270.05
+0.72%
AdvisorShares Dorsey Wright Short ETF
HYLB36.87N/A
N/A
Xtrackers USD High Yield Corp Bd ETF
BULU4.00-0.12
-2.92%
T-REX 2X Long BULL Daily Target ETF
QQQU54.49-1.78
-3.16%
Direxion Daily Concentrated Qs Bull 2X Shares