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CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$13.72
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets970.73M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. CFSMX (971M). CFSMX pays higher dividends than JVMSX: CFSMX (0.55) vs JVMSX (0.42). CFSMX was incepted earlier than JVMSX: CFSMX (10 years) vs JVMSX (13 years). JVMSX (1.26) 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 : 0.75 vs. CFSMX (-0.96). JVMSX return over 5 years is better than : 55.91 vs. CFSMX (13.72).
| CFSMX | JVMSX | CFSMX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 0.88 | 1.26 | 70% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | -5.510 | 9.064 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 23.1B | 4% |
| Annual Yield % from dividends | 0.55 | 0.42 | 132% |
| Returns for 1 year | -0.96 | 0.75 | -128% |
| Returns for 3 years | -12.99 | 20.42 | -64% |
| Returns for 5 years | 13.72 | 55.91 | 25% |
| Returns for 10 years | N/A | 46.42 | - |
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