CFSMX
Price
$13.13
Change
+$0.15 (+1.16%)
Updated
Jun 26 closing price
Net Assets
943.07M
JVMAX
Price
$26.70
Change
+$0.26 (+0.98%)
Updated
Jun 26 closing price
Net Assets
21.72B
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CFSMX vs JVMAX

Header iconCFSMX vs JVMAX Comparison
Open Charts CFSMX vs JVMAXBanner chart's image
Clarkston Partners Founders
Price$13.13
Change+$0.15 (+1.16%)
VolumeN/A
Net Assets943.07M
JHancock Disciplined Value Mid Cap A
Price$26.70
Change+$0.26 (+0.98%)
VolumeN/A
Net Assets21.72B
CFSMX vs JVMAX Comparison Chart in %
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CFSMX vs. JVMAX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. CFSMX (943M). 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: 49.00 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 : -1.40 vs. CFSMX (-4.94). JVMAX return over 5 years is better than : 58.33 vs. CFSMX (14.13).
CFSMXJVMAXCFSMX / JVMAX
Total Expense Ratio0.851.1276%
Annual Report Gross Expense Ratio0.881.1378%
Fund Existence10 years28 years-
Gain YTD-10.6064.013-264%
Front LoadN/A5%-
Min. Initial Investment100000000100010,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets943M21.7B4%
Annual Yield % from dividends0.550.6092%
Returns for 1 year-4.94-1.40352%
Returns for 3 years-15.8015.41-103%
Returns for 5 years14.1358.3324%
Returns for 10 yearsN/A37.53-
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