CFSMX
Price
$13.11
Change
-$0.10 (-0.76%)
Updated
Jun 5 closing price
Net Assets
970.05M
JVMIX
Price
$27.57
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
21.46B
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CFSMX vs JVMIX

Header iconCFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIXBanner chart's image
Clarkston Partners Founders
Price$13.11
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
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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.

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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).
CFSMXJVMIXCFSMX / JVMIX
Total Expense Ratio0.850.8798%
Annual Report Gross Expense Ratio0.880.88100%
Fund Existence10 years28 years-
Gain YTD-9.0222.301-392%
Front LoadN/AN/A-
Min. Initial Investment10000000025000040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets970M21.5B5%
Annual Yield % from dividends0.550.8068%
Returns for 1 year-5.53-3.51157%
Returns for 3 years-17.615.75-306%
Returns for 5 years4.0439.5810%
Returns for 10 yearsN/A37.82-
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