CFSMX
Price
$13.45
Change
-$0.01 (-0.07%)
Updated
Jul 3 closing price
Net Assets
973.14M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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CFSMX vs JVMIX

Header iconCFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIXBanner chart's image
Clarkston Partners Founders
Price$13.45
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets973.14M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
CFSMX vs JVMIX Comparison Chart in %
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CFSMX vs. JVMIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. CFSMX (973M). 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: 47.00 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 : 3.45 vs. CFSMX (-1.06). JVMIX return over 5 years is better than : 62.76 vs. CFSMX (15.20).
CFSMXJVMIXCFSMX / JVMIX
Total Expense Ratio0.850.8798%
Annual Report Gross Expense Ratio0.880.88100%
Fund Existence10 years28 years-
Gain YTD-7.3698.423-87%
Front LoadN/AN/A-
Min. Initial Investment10000000025000040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets973M22.6B4%
Annual Yield % from dividends0.550.7871%
Returns for 1 year-1.063.45-31%
Returns for 3 years-11.5123.84-48%
Returns for 5 years15.2062.7624%
Returns for 10 yearsN/A48.34-
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