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CFSMX vs JVMTX
CFSMX vs JVMTX Comparison
Open Charts CFSMX vs JVMTX
Clarkston Partners Founders
Price$12.91
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets776.2M
JHancock Disciplined Value Mid Cap R4
Price$27.83
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
CFSMX vs JVMTX Comparison Chart in %
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CFSMX vs. JVMTX commentary
Dec 27, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. CFSMX (776M). JVMTX pays higher dividends than CFSMX: JVMTX (0.61) vs CFSMX (0.54). CFSMX was incepted earlier than JVMTX: CFSMX (10 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than CFSMX (0.88). JVMTX is a more actively managed with annual turnover of: 49.00 vs. CFSMX (22.00). JVMTX has a lower initial minimum investment than CFSMX: JVMTX (0) vs CFSMX (100000000). JVMTX annual gain was more profitable for investors over the last year : 2.35 vs. CFSMX (-11.51). JVMTX return over 5 years is better than : 23.20 vs. CFSMX (-10.89).
| CFSMX | JVMTX | CFSMX / JVMTX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.88 | 1.10 | 80% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -11.088 | 3.419 | -324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 23.9B | 3% |
| Annual Yield % from dividends | 0.54 | 0.61 | 88% |
| Returns for 1 year | -11.51 | 2.35 | -489% |
| Returns for 3 years | -4.49 | 16.05 | -28% |
| Returns for 5 years | -10.89 | 23.20 | -47% |
| Returns for 10 years | 34.72 | 49.57 | 70% |
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