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CFSMX vs JVMRX
CFSMX vs JVMRX Comparison
Open Charts CFSMX vs JVMRX
CFSMX vs JVMRX Comparison Chart in %
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CFSMX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. CFSMX (305M). JVMRX pays higher dividends than CFSMX: JVMRX (0.75) vs CFSMX (0.43). CFSMX was incepted earlier than JVMRX: CFSMX (11 years) vs JVMRX (15 years). CFSMX (0.89) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. CFSMX (28.00). JVMRX has a lower initial minimum investment than CFSMX: JVMRX (1000000) vs CFSMX (100000000). JVMRX annual gain was more profitable for investors over the last year : 10.74 vs. CFSMX (6.40). JVMRX return over 5 years is better than : 20.84 vs. CFSMX (-8.57).
| CFSMX | JVMRX | CFSMX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.89 | 0.75 | 119% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 13.983 | 17.444 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 24.1B | 1% |
| Annual Yield % from dividends | 0.43 | 0.75 | 58% |
| Returns for 1 year | 6.40 | 10.74 | 60% |
| Returns for 3 years | 8.48 | 28.30 | 30% |
| Returns for 5 years | -8.57 | 20.84 | -41% |
| Returns for 10 years | 36.53 | 64.05 | 57% |
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