CFSMX
Price
$13.11
Change
-$0.10 (-0.76%)
Updated
Jun 5 closing price
Net Assets
970.05M
JVMAX
Price
$25.98
Change
+$0.01 (+0.04%)
Updated
Jun 5 closing price
Net Assets
21.46B
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CFSMX vs JVMAX

Header iconCFSMX vs JVMAX Comparison
Open Charts CFSMX vs JVMAXBanner chart's image
Clarkston Partners Founders
Price$13.11
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets970.05M
JHancock Disciplined Value Mid Cap A
Price$25.98
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
CFSMX vs JVMAX Comparison Chart
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CFSMX vs. JVMAX commentary
Jun 06, 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 JVMAX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. CFSMX (970M). JVMAX pays higher dividends than CFSMX: JVMAX (0.60) vs CFSMX (0.55). CFSMX was incepted earlier than JVMAX: CFSMX (10 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than CFSMX (0.88). JVMAX is a more actively managed with annual turnover of: 47.00 vs. CFSMX (22.00). JVMAX has a lower initial minimum investment than CFSMX: JVMAX (1000) vs CFSMX (100000000). JVMAX annual gain was more profitable for investors over the last year : -4.36 vs. CFSMX (-5.53). JVMAX return over 5 years is better than : 36.60 vs. CFSMX (4.04).
CFSMXJVMAXCFSMX / JVMAX
Total Expense Ratio0.851.1276%
Annual Report Gross Expense Ratio0.881.1378%
Fund Existence10 years28 years-
Gain YTD-9.0222.164-417%
Front LoadN/A5%-
Min. Initial Investment100000000100010,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets970M21.5B5%
Annual Yield % from dividends0.550.6092%
Returns for 1 year-5.53-4.36127%
Returns for 3 years-17.614.12-428%
Returns for 5 years4.0436.6011%
Returns for 10 yearsN/A32.42-
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