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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$13.08
Change+$0.20 (+1.55%)
VolumeN/A
Net Assets977.98M
JHancock Disciplined Value Mid Cap I
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
CFSMX vs JVMIX Comparison Chart
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CFSMX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.6B vs. CFSMX (978M). JVMIX pays higher dividends than CFSMX: JVMIX (0.85) vs CFSMX (0.56). CFSMX was incepted earlier than JVMIX: CFSMX (10 years) vs JVMIX (28 years). CFSMX (0.88) and JVMIX (0.88) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 47.00 vs. CFSMX (22.00). JVMIX has a lower initial minimum investment than CFSMX: JVMIX (250000) vs CFSMX (100000000). CFSMX annual gain was more profitable for investors over the last year : -5.60 vs. JVMIX (-8.01). JVMIX return over 5 years is better than : 53.05 vs. CFSMX (15.53).
| CFSMX | JVMIX | CFSMX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 0.88 | 0.88 | 100% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -11.295 | -2.263 | 499% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 20.6B | 5% |
| Annual Yield % from dividends | 0.56 | 0.85 | 65% |
| Returns for 1 year | -5.60 | -8.01 | 70% |
| Returns for 3 years | -15.70 | 5.61 | -280% |
| Returns for 5 years | 15.53 | 53.05 | 29% |
| Returns for 10 years | N/A | 31.23 | - |
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