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CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$13.83
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets943.57M
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. CFSMX (944M). CFSMX pays higher dividends than JVMSX: CFSMX (0.52) vs JVMSX (0.40). 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 : 2.46 vs. CFSMX (-2.40). JVMSX return over 5 years is better than : 52.77 vs. CFSMX (9.15).
| CFSMX | JVMSX | CFSMX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.88 | 1.25 | 70% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -4.408 | 11.712 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 944M | 24.3B | 4% |
| Annual Yield % from dividends | 0.52 | 0.40 | 130% |
| Returns for 1 year | -2.40 | 2.46 | -98% |
| Returns for 3 years | -11.09 | 23.90 | -46% |
| Returns for 5 years | 9.15 | 52.77 | 17% |
| Returns for 10 years | N/A | 54.59 | - |
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