CFSMX
Price
$12.68
Change
-$0.13 (-1.01%)
Updated
Jun 2 closing price
Net Assets
296.43M
JVMIX
Price
$29.43
Change
+$0.26 (+0.89%)
Updated
Jun 2 closing price
Net Assets
22.49B
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CFSMX vs JVMIX

Header iconCFSMX vs JVMIX Comparison
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CFSMX vs JVMIX Comparison Chart in %
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CFSMX vs. JVMIX commentary
Jun 04, 2026

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: 22.5B vs. CFSMX (296M). JVMIX pays higher dividends than CFSMX: JVMIX (0.71) vs CFSMX (0.48). CFSMX was incepted earlier than JVMIX: CFSMX (11 years) vs JVMIX (29 years). CFSMX (0.89) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. CFSMX (28.00). 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 : 7.06 vs. CFSMX (-2.28). JVMIX return over 5 years is better than : 4.68 vs. CFSMX (-26.49).
CFSMXJVMIXCFSMX / JVMIX
Total Expense Ratio0.850.85100%
Annual Report Gross Expense Ratio0.890.86103%
Fund Existence11 years29 years-
Gain YTD0.6286.18910%
Front LoadN/AN/A-
Min. Initial Investment10000000025000040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets296M22.5B1%
Annual Yield % from dividends0.480.7168%
Returns for 1 year-2.287.06-32%
Returns for 3 years-6.5720.15-33%
Returns for 5 years-26.494.68-566%
Returns for 10 years26.1453.8149%
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