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CFSMX vs JVMTX
CFSMX vs JVMTX Comparison
Open Charts CFSMX vs JVMTX
Clarkston Partners Founders
Price$12.93
Change-$0.48 (-3.58%)
VolumeN/A
Net Assets640.07M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
CFSMX vs JVMTX Comparison Chart in %
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CFSMX vs. JVMTX commentary
Feb 05, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. CFSMX (640M). JVMTX pays higher dividends than CFSMX: JVMTX (0.60) vs CFSMX (0.46). CFSMX was incepted earlier than JVMTX: CFSMX (10 years) vs JVMTX (13 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 : 4.79 vs. CFSMX (-10.10). JVMTX return over 5 years is better than : 22.28 vs. CFSMX (-15.90).
| 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 | 13 years | - |
| Gain YTD | 1.571 | 5.177 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 24.7B | 3% |
| Annual Yield % from dividends | 0.46 | 0.60 | 77% |
| Returns for 1 year | -10.10 | 4.79 | -211% |
| Returns for 3 years | -14.22 | 11.22 | -127% |
| Returns for 5 years | -15.90 | 22.28 | -71% |
| Returns for 10 years | 46.07 | 76.80 | 60% |
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