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CFSMX vs MVCAX
CFSMX vs MVCAX Comparison
Open Charts CFSMX vs MVCAX
Clarkston Partners Founders
Price$13.36
Change+$0.15 (+1.14%)
VolumeN/A
Net Assets822.89M
CFSMX vs MVCAX Comparison Chart in %
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CFSMX vs. MVCAX commentary
Dec 04, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. CFSMX (823M). MVCAX pays higher dividends than CFSMX: MVCAX (0.83) vs CFSMX (0.54). CFSMX was incepted earlier than MVCAX: CFSMX (10 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than CFSMX (0.88). MVCAX is a more actively managed with annual turnover of: 27.00 vs. CFSMX (22.00). MVCAX has a lower initial minimum investment than CFSMX: MVCAX (1000) vs CFSMX (100000000). MVCAX annual gain was more profitable for investors over the last year : -10.42 vs. CFSMX (-14.20). MVCAX return over 5 years is better than : 34.05 vs. CFSMX (-7.26).
| CFSMX | MVCAX | CFSMX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.88 | 1.00 | 88% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -8.264 | 5.280 | -157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 823M | 17B | 5% |
| Annual Yield % from dividends | 0.54 | 0.83 | 65% |
| Returns for 1 year | -14.20 | -10.42 | 136% |
| Returns for 3 years | -20.38 | 10.29 | -198% |
| Returns for 5 years | -7.26 | 34.05 | -21% |
| Returns for 10 years | 36.09 | 72.82 | 50% |
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