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CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$13.03
Change-$0.24 (-1.81%)
VolumeN/A
Net Assets951.72M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
CFSMX vs JVMSX Comparison Chart
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CFSMX vs. JVMSX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. CFSMX (952M). CFSMX pays higher dividends than JVMSX: CFSMX (0.55) vs JVMSX (0.43). 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 : -3.29 vs. CFSMX (-4.22). JVMSX return over 5 years is better than : 50.13 vs. CFSMX (11.24).
| 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 | -10.262 | 2.313 | -444% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 952M | 21.5B | 4% |
| Annual Yield % from dividends | 0.55 | 0.43 | 126% |
| Returns for 1 year | -4.22 | -3.29 | 128% |
| Returns for 3 years | -11.77 | 15.80 | -74% |
| Returns for 5 years | 11.24 | 50.13 | 22% |
| Returns for 10 years | N/A | 33.43 | - |
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