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CFSMX vs JVMAX
CFSMX vs JVMAX Comparison
Open Charts CFSMX vs JVMAX
Clarkston Partners Founders
Price$14.49
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets1.14B
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
CFSMX vs JVMAX Comparison Chart
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CFSMX vs. JVMAX commentary
Jan 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 JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. CFSMX (1.14B). JVMAX pays higher dividends than CFSMX: JVMAX (0.67) vs CFSMX (0.33). CFSMX was incepted earlier than JVMAX: CFSMX (9 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. CFSMX (16.00). JVMAX has a lower initial minimum investment than CFSMX: JVMAX (1000) vs CFSMX (100000000). JVMAX (4.82) and CFSMX (4.60) have marching annual gain over last year. JVMAX return over 5 years is better than : 23.77 vs. CFSMX (9.99).
| CFSMX | JVMAX | CFSMX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -0.207 | 3.777 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 23.1B | 5% |
| Annual Yield % from dividends | 0.33 | 0.67 | 50% |
| Returns for 1 year | 4.60 | 4.82 | 95% |
| Returns for 3 years | -6.36 | -0.09 | 7,233% |
| Returns for 5 years | 9.99 | 23.77 | 42% |
| Returns for 10 years | N/A | 42.53 | - |