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CFSMX vs JVMRX
CFSMX vs JVMRX Comparison
Open Charts CFSMX vs JVMRX
Clarkston Partners Founders
Price$13.72
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets970.73M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
CFSMX vs JVMRX Comparison Chart in %
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CFSMX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. CFSMX (971M). JVMRX pays higher dividends than CFSMX: JVMRX (0.88) vs CFSMX (0.55). CFSMX was incepted earlier than JVMRX: CFSMX (10 years) vs JVMRX (14 years). CFSMX (0.88) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. CFSMX (22.00). JVMRX has a lower initial minimum investment than CFSMX: JVMRX (1000000) vs CFSMX (100000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. CFSMX (-0.96). JVMRX return over 5 years is better than : 58.56 vs. CFSMX (13.72).
| CFSMX | JVMRX | CFSMX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -5.510 | 9.354 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 23.1B | 4% |
| Annual Yield % from dividends | 0.55 | 0.88 | 63% |
| Returns for 1 year | -0.96 | 1.28 | -75% |
| Returns for 3 years | -12.99 | 21.72 | -60% |
| Returns for 5 years | 13.72 | 58.56 | 23% |
| Returns for 10 years | N/A | 51.14 | - |
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