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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$14.77
Change-$0.12 (-0.81%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$31.37
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
CFSMX vs JVMIX Comparison Chart
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CFSMX vs. JVMIX commentary
Nov 18, 2024
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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. CFSMX (1.17B). JVMIX pays higher dividends than CFSMX: JVMIX (0.84) vs CFSMX (0.33). CFSMX was incepted earlier than JVMIX: CFSMX (9 years) vs JVMIX (27 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 : 21.59 vs. CFSMX (11.11). JVMIX return over 5 years is better than : 45.01 vs. CFSMX (14.22).
| CFSMX | JVMIX | CFSMX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 5.274 | 14.615 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 23.8B | 5% |
| Annual Yield % from dividends | 0.33 | 0.84 | 39% |
| Returns for 1 year | 11.11 | 21.59 | 51% |
| Returns for 3 years | -7.75 | 7.53 | -103% |
| Returns for 5 years | 14.22 | 45.01 | 32% |
| Returns for 10 years | N/A | 62.42 | - |
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