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CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
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CFSMX vs JVMIX Comparison Chart in %
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CFSMX vs. JVMIX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. CFSMX (305M). JVMIX pays higher dividends than CFSMX: JVMIX (0.66) vs CFSMX (0.43). 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: 48.00 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 : 10.63 vs. CFSMX (6.40). JVMIX return over 5 years is better than : 20.35 vs. CFSMX (-8.57).
| CFSMX | JVMIX | CFSMX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.89 | 0.86 | 103% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 13.983 | 17.364 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 24.1B | 1% |
| Annual Yield % from dividends | 0.43 | 0.66 | 65% |
| Returns for 1 year | 6.40 | 10.63 | 60% |
| Returns for 3 years | 8.48 | 27.91 | 30% |
| Returns for 5 years | -8.57 | 20.35 | -42% |
| Returns for 10 years | 36.53 | 62.83 | 58% |
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