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CFSMX vs JVMAX
CFSMX vs JVMAX Comparison
Open Charts CFSMX vs JVMAX
Clarkston Partners Founders
Price$12.88
Change+$0.19 (+1.50%)
VolumeN/A
Net Assets975.58M
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
CFSMX vs JVMAX Comparison Chart
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CFSMX vs. JVMAX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. CFSMX (976M). JVMAX pays higher dividends than CFSMX: JVMAX (0.61) vs CFSMX (0.53). 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). CFSMX annual gain was more profitable for investors over the last year : -9.18 vs. JVMAX (-15.78). JVMAX return over 5 years is better than : 41.84 vs. CFSMX (16.36).
| CFSMX | JVMAX | CFSMX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.88 | 1.13 | 78% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -12.603 | -9.677 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 19.2B | 5% |
| Annual Yield % from dividends | 0.53 | 0.61 | 87% |
| Returns for 1 year | -9.18 | -15.78 | 58% |
| Returns for 3 years | -22.05 | -9.52 | 231% |
| Returns for 5 years | 16.36 | 41.84 | 39% |
| Returns for 10 years | N/A | 16.95 | - |
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