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CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$13.49
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets891.33M
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX commentary
Oct 19, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. CFSMX (891M). CFSMX pays higher dividends than JVMSX: CFSMX (0.54) vs JVMSX (0.40). CFSMX was incepted earlier than JVMSX: CFSMX (10 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than CFSMX (0.88). JVMSX is a more actively managed with annual turnover of: 49.00 vs. CFSMX (22.00). JVMSX has a lower initial minimum investment than CFSMX: JVMSX (0) vs CFSMX (100000000). JVMSX annual gain was more profitable for investors over the last year : -5.30 vs. CFSMX (-8.66). JVMSX return over 5 years is better than : 45.42 vs. CFSMX (4.48).
| CFSMX | JVMSX | CFSMX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.88 | 1.25 | 70% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -7.094 | 9.399 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 891M | 23.9B | 4% |
| Annual Yield % from dividends | 0.54 | 0.40 | 135% |
| Returns for 1 year | -8.66 | -5.30 | 163% |
| Returns for 3 years | -10.09 | 24.28 | -42% |
| Returns for 5 years | 4.48 | 45.42 | 10% |
| Returns for 10 years | 40.83 | 47.59 | 86% |
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