CFSMX
Price
$13.45
Change
-$0.01 (-0.07%)
Updated
Jul 3 closing price
Net Assets
973.14M
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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CFSMX vs JVMSX

Header iconCFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSXBanner chart's image
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.

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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).
CFSMXJVMSXCFSMX / JVMSX
Total Expense Ratio0.851.2568%
Annual Report Gross Expense Ratio0.881.2670%
Fund Existence10 years13 years-
Gain YTD-7.3698.206-90%
Front LoadN/AN/A-
Min. Initial Investment1000000000-
Min. Initial Investment IRAN/AN/A-
Net Assets973M22.6B4%
Annual Yield % from dividends0.550.42132%
Returns for 1 year-1.063.00-35%
Returns for 3 years-11.5122.77-51%
Returns for 5 years15.2060.5225%
Returns for 10 yearsN/A44.56-
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