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CFSMX vs JVMRX
CFSMX vs JVMRX Comparison
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CFSMX vs JVMRX Comparison Chart in %
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CFSMX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. CFSMX (308M). JVMRX pays higher dividends than CFSMX: JVMRX (0.78) vs CFSMX (0.46). 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 (9.07) and CFSMX (8.63) have marching annual gain over last year. JVMRX return over 5 years is better than : 17.01 vs. CFSMX (-10.82).
| 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 | 12.883 | 15.040 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 23.8B | 1% |
| Annual Yield % from dividends | 0.46 | 0.78 | 59% |
| Returns for 1 year | 8.63 | 9.07 | 95% |
| Returns for 3 years | 0.75 | 19.97 | 4% |
| Returns for 5 years | -10.82 | 17.01 | -64% |
| Returns for 10 years | 38.54 | 63.36 | 61% |
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