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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
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.
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).
| 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 | -7.369 | 8.423 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 22.6B | 4% |
| Annual Yield % from dividends | 0.55 | 0.78 | 71% |
| Returns for 1 year | -1.06 | 3.45 | -31% |
| Returns for 3 years | -11.51 | 23.84 | -48% |
| Returns for 5 years | 15.20 | 62.76 | 24% |
| Returns for 10 years | N/A | 48.34 | - |
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