CFSMX
Price
$13.49
Change
+$0.12 (+0.90%)
Updated
Oct 17 closing price
Net Assets
891.33M
VMVIX
Price
$67.65
Change
+$0.19 (+0.28%)
Updated
Oct 17 closing price
Net Assets
32.47B
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CFSMX vs VMVIX

Header iconCFSMX vs VMVIX Comparison
Open Charts CFSMX vs VMVIXBanner chart's image
Clarkston Partners Founders
Price$13.49
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets891.33M
Vanguard Mid-Cap Value Index Investor
Price$67.65
Change+$0.19 (+0.28%)
VolumeN/A
Net Assets32.47B
CFSMX vs VMVIX Comparison Chart in %
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CFSMX vs. VMVIX commentary
Oct 19, 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 VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. CFSMX (891M). VMVIX pays higher dividends than CFSMX: VMVIX (2.05) vs CFSMX (0.54). CFSMX was incepted earlier than VMVIX: CFSMX (10 years) vs VMVIX (19 years). CFSMX (0.88) is less costly to investors than VMVIX (0.19). CFSMX is a more actively managed with annual turnover of: 22.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than CFSMX: VMVIX (3000) vs CFSMX (100000000). VMVIX annual gain was more profitable for investors over the last year : 1.18 vs. CFSMX (-8.66). VMVIX return over 5 years is better than : 63.00 vs. CFSMX (4.48).
CFSMXVMVIXCFSMX / VMVIX
Total Expense Ratio0.850.19447%
Annual Report Gross Expense Ratio0.880.19463%
Fund Existence10 years19 years-
Gain YTD-7.0946.321-112%
Front LoadN/AN/A-
Min. Initial Investment10000000030003,333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets891M32.5B3%
Annual Yield % from dividends0.542.0526%
Returns for 1 year-8.661.18-736%
Returns for 3 years-10.0936.03-28%
Returns for 5 years4.4863.007%
Returns for 10 years40.8399.2641%
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