CFSMX
Price
$13.13
Change
+$0.15 (+1.16%)
Updated
Jun 26 closing price
Net Assets
943.07M
JVMIX
Price
$28.34
Change
+$0.27 (+0.96%)
Updated
Jun 26 closing price
Net Assets
21.72B
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CFSMX vs JVMIX

Header iconCFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIXBanner chart's image
Clarkston Partners Founders
Price$13.13
Change+$0.15 (+1.16%)
VolumeN/A
Net Assets943.07M
JHancock Disciplined Value Mid Cap I
Price$28.34
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
CFSMX vs JVMIX Comparison Chart in %
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CFSMX vs. JVMIX 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 JVMIX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.7B vs. CFSMX (943M). JVMIX pays higher dividends than CFSMX: JVMIX (0.80) vs CFSMX (0.55). 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: 49.00 vs. CFSMX (22.00). JVMIX has a lower initial minimum investment than CFSMX: JVMIX (250000) vs CFSMX (100000000). JVMIX annual gain was more profitable for investors over the last year : -0.56 vs. CFSMX (-4.94). JVMIX return over 5 years is better than : 61.82 vs. CFSMX (14.13).
CFSMXJVMIXCFSMX / JVMIX
Total Expense Ratio0.850.8798%
Annual Report Gross Expense Ratio0.880.88100%
Fund Existence10 years28 years-
Gain YTD-10.6064.156-255%
Front LoadN/AN/A-
Min. Initial Investment10000000025000040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets943M21.7B4%
Annual Yield % from dividends0.550.8068%
Returns for 1 year-4.94-0.56889%
Returns for 3 years-15.8017.16-92%
Returns for 5 years14.1361.8223%
Returns for 10 yearsN/A43.12-
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