CFSMX
Price
$13.13
Change
+$0.15 (+1.16%)
Updated
Jun 26 closing price
Net Assets
943.07M
JVMSX
Price
$28.14
Change
+$0.27 (+0.97%)
Updated
Jun 26 closing price
Net Assets
21.72B
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CFSMX vs JVMSX

Header iconCFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSXBanner chart's image
Clarkston Partners Founders
Price$13.13
Change+$0.15 (+1.16%)
VolumeN/A
Net Assets943.07M
JHancock Disciplined Value Mid Cap R2
Price$28.14
Change+$0.27 (+0.97%)
VolumeN/A
Net Assets21.72B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX commentary
Jun 27, 2025

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 JVMSX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. CFSMX (943M). CFSMX pays higher dividends than JVMSX: CFSMX (0.55) vs JVMSX (0.43). CFSMX was incepted earlier than JVMSX: CFSMX (10 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than CFSMX (0.88). JVMSX is a more actively managed with annual turnover of: 49.00 vs. CFSMX (22.00). JVMSX has a lower initial minimum investment than CFSMX: JVMSX (0) vs CFSMX (100000000). JVMSX annual gain was more profitable for investors over the last year : -0.98 vs. CFSMX (-4.94). JVMSX return over 5 years is better than : 59.62 vs. CFSMX (14.13).
CFSMXJVMSXCFSMX / JVMSX
Total Expense Ratio0.851.2568%
Annual Report Gross Expense Ratio0.881.2670%
Fund Existence10 years13 years-
Gain YTD-10.6063.954-268%
Front LoadN/AN/A-
Min. Initial Investment1000000000-
Min. Initial Investment IRAN/AN/A-
Net Assets943M21.7B4%
Annual Yield % from dividends0.550.43126%
Returns for 1 year-4.94-0.98505%
Returns for 3 years-15.8016.15-98%
Returns for 5 years14.1359.6224%
Returns for 10 yearsN/A39.42-
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