Interact to see
Advertisement
Advertisement
CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$13.11
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets970.05M
JHancock Disciplined Value Mid Cap I
Price$27.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.46B
CFSMX vs JVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFSMX vs. JVMIX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. CFSMX (970M). 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: 47.00 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 : -3.51 vs. CFSMX (-5.53). JVMIX return over 5 years is better than : 39.58 vs. CFSMX (4.04).
| 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 | -9.022 | 2.301 | -392% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 21.5B | 5% |
| Annual Yield % from dividends | 0.55 | 0.80 | 68% |
| Returns for 1 year | -5.53 | -3.51 | 157% |
| Returns for 3 years | -17.61 | 5.75 | -306% |
| Returns for 5 years | 4.04 | 39.58 | 10% |
| Returns for 10 years | N/A | 37.82 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MINV | 30.11 | 0.27 | +0.92% |
| Matthews Asia Innovators Active ETF | |||
| FDTS | 48.72 | N/A | N/A |
| First Trust DevMkts exUS SC AlphaDEX®ETF | |||
| DSU | 10.47 | -0.03 | -0.29% |
| Blackrock Debt Strategies Fund | |||
| JOET | 39.61 | -0.12 | -0.31% |
| Virtus Terranova US Quality Momentum ETF | |||
| GSUS | 82.05 | -0.42 | -0.51% |
| Goldman Sachs MarketBeta US Equity ETF | |||