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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$14.49
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets1.14B
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
CFSMX vs JVMIX Comparison Chart
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CFSMX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. CFSMX (1.14B). JVMIX pays higher dividends than CFSMX: JVMIX (0.84) vs CFSMX (0.33). CFSMX was incepted earlier than JVMIX: CFSMX (9 years) vs JVMIX (28 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. CFSMX (16.00). 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 : 5.70 vs. CFSMX (4.60). JVMIX return over 5 years is better than : 26.40 vs. CFSMX (9.99).
| CFSMX | JVMIX | CFSMX / JVMIX | |
| 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 | 3.785 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 23.1B | 5% |
| Annual Yield % from dividends | 0.33 | 0.84 | 39% |
| Returns for 1 year | 4.60 | 5.70 | 81% |
| Returns for 3 years | -6.36 | 1.40 | -454% |
| Returns for 5 years | 9.99 | 26.40 | 38% |
| Returns for 10 years | N/A | 48.25 | - |