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CFSMX vs JVMRX
CFSMX vs JVMRX Comparison
Open Charts CFSMX vs JVMRX
Clarkston Partners Founders
Price$13.45
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets973.14M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
CFSMX vs JVMRX Comparison Chart in %
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CFSMX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. CFSMX (973M). 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: 47.00 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 : 3.59 vs. CFSMX (-1.06). JVMRX return over 5 years is better than : 63.32 vs. CFSMX (15.20).
| 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 | -7.369 | 8.500 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 22.6B | 4% |
| Annual Yield % from dividends | 0.55 | 0.88 | 63% |
| Returns for 1 year | -1.06 | 3.59 | -30% |
| Returns for 3 years | -11.51 | 24.14 | -48% |
| Returns for 5 years | 15.20 | 63.32 | 24% |
| Returns for 10 years | N/A | 49.30 | - |
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