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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
Clarkston Partners Founders
Price$14.14
Change-$0.15 (-1.05%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$29.17
Change-$0.40 (-1.35%)
VolumeN/A
CapitalizationN/A
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CFSMX vs JVMIX Comparison Chart
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CFSMX vs. JVMIX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.3B vs. CFSMX (1.16B). 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 : 13.48 vs. CFSMX (5.45). JVMIX return over 5 years is better than : 42.15 vs. CFSMX (17.19).
| 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 | 1.853 | 8.038 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 22.3B | 5% |
| Annual Yield % from dividends | 0.33 | 0.84 | 39% |
| Returns for 1 year | 5.45 | 13.48 | 40% |
| Returns for 3 years | -11.88 | 6.32 | -188% |
| Returns for 5 years | 17.19 | 42.15 | 41% |
| Returns for 10 years | N/A | 55.34 | - |