Interact to see
Advertisement
Advertisement
CFSMX vs JVMIX
CFSMX vs JVMIX Comparison
Open Charts CFSMX vs JVMIX
CFSMX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFSMX vs. JVMIX commentary
Aug 01, 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 Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. CFSMX (308M). JVMIX pays higher dividends than CFSMX: JVMIX (0.68) vs CFSMX (0.46). 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 (8.99) and CFSMX (8.63) have marching annual gain over last year. JVMIX return over 5 years is better than : 16.53 vs. CFSMX (-10.82).
| 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 | 12.883 | 14.998 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 23.8B | 1% |
| Annual Yield % from dividends | 0.46 | 0.68 | 67% |
| Returns for 1 year | 8.63 | 8.99 | 96% |
| Returns for 3 years | 0.75 | 19.64 | 4% |
| Returns for 5 years | -10.82 | 16.53 | -65% |
| Returns for 10 years | 38.54 | 62.19 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement