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CFSMX vs JVMAX
CFSMX vs JVMAX Comparison
Open Charts CFSMX vs JVMAX
Clarkston Partners Founders
Price$13.08
Change+$0.20 (+1.55%)
VolumeN/A
Net Assets977.98M
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
CFSMX vs JVMAX Comparison Chart
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CFSMX vs. JVMAX commentary
May 09, 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 JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. CFSMX (978M). JVMAX pays higher dividends than CFSMX: JVMAX (0.63) vs CFSMX (0.56). 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 : -5.60 vs. JVMAX (-8.80). JVMAX return over 5 years is better than : 49.78 vs. CFSMX (15.53).
| 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 | -11.295 | -2.360 | 479% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 20.6B | 5% |
| Annual Yield % from dividends | 0.56 | 0.63 | 89% |
| Returns for 1 year | -5.60 | -8.80 | 64% |
| Returns for 3 years | -15.70 | 4.03 | -389% |
| Returns for 5 years | 15.53 | 49.78 | 31% |
| Returns for 10 years | N/A | 26.12 | - |
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