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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$12.88
Change+$0.19 (+1.50%)
VolumeN/A
Net Assets975.58M
JHancock Disciplined Value Mid Cap I
Price$24.73
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
CFSMX vs JVMIX Comparison Chart
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CFSMX vs. JVMIX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.2B vs. CFSMX (976M). JVMIX pays higher dividends than CFSMX: JVMIX (0.83) vs CFSMX (0.53). 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 : -9.18 vs. JVMIX (-15.04). JVMIX return over 5 years is better than : 44.92 vs. CFSMX (16.36).
| 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 | -12.603 | -9.610 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 19.2B | 5% |
| Annual Yield % from dividends | 0.53 | 0.83 | 64% |
| Returns for 1 year | -9.18 | -15.04 | 61% |
| Returns for 3 years | -22.05 | -8.15 | 270% |
| Returns for 5 years | 16.36 | 44.92 | 36% |
| Returns for 10 years | N/A | 21.66 | - |
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