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CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$13.45
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets973.14M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. CFSMX (973M). 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: 47.00 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 : 3.00 vs. CFSMX (-1.06). JVMSX return over 5 years is better than : 60.52 vs. CFSMX (15.20).
| 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 | -7.369 | 8.206 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 22.6B | 4% |
| Annual Yield % from dividends | 0.55 | 0.42 | 132% |
| Returns for 1 year | -1.06 | 3.00 | -35% |
| Returns for 3 years | -11.51 | 22.77 | -51% |
| Returns for 5 years | 15.20 | 60.52 | 25% |
| Returns for 10 years | N/A | 44.56 | - |
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