CFSMX
Price
$12.93
Change
-$0.48 (-3.58%)
Updated
Feb 3 closing price
Net Assets
640.07M
JVMSX
Price
$28.72
Change
-$0.74 (-2.51%)
Updated
Feb 3 closing price
Net Assets
24.73B
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CFSMX vs JVMSX

Header iconCFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSXBanner chart's image
Clarkston Partners Founders
Price$12.93
Change-$0.48 (-3.58%)
VolumeN/A
Net Assets640.07M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX commentary
Feb 04, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. CFSMX (640M). CFSMX pays higher dividends than JVMSX: CFSMX (0.46) vs JVMSX (0.37). 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 : 4.49 vs. CFSMX (-10.10). JVMSX return over 5 years is better than : 20.95 vs. CFSMX (-15.90).
CFSMXJVMSXCFSMX / JVMSX
Total Expense Ratio0.851.2469%
Annual Report Gross Expense Ratio0.881.2570%
Fund Existence10 years14 years-
Gain YTD1.5715.16330%
Front LoadN/AN/A-
Min. Initial Investment1000000000-
Min. Initial Investment IRAN/AN/A-
Net Assets640M24.7B3%
Annual Yield % from dividends0.460.37124%
Returns for 1 year-10.104.49-225%
Returns for 3 years-14.2210.32-138%
Returns for 5 years-15.9020.95-76%
Returns for 10 years46.0773.4963%
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