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CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$14.49
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets1.14B
JHancock Disciplined Value Mid Cap R2
Price$27.82
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
CFSMX vs JVMSX Comparison Chart
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CFSMX vs. JVMSX commentary
Jan 19, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. CFSMX (1.14B). JVMSX pays higher dividends than CFSMX: JVMSX (0.52) vs CFSMX (0.33). CFSMX was incepted earlier than JVMSX: CFSMX (9 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. CFSMX (16.00). 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 : 5.25 vs. CFSMX (4.60). JVMSX return over 5 years is better than : 24.73 vs. CFSMX (9.99).
| CFSMX | JVMSX | CFSMX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -0.207 | 3.767 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 23.1B | 5% |
| Annual Yield % from dividends | 0.33 | 0.52 | 63% |
| Returns for 1 year | 4.60 | 5.25 | 88% |
| Returns for 3 years | -6.36 | 0.55 | -1,154% |
| Returns for 5 years | 9.99 | 24.73 | 40% |
| Returns for 10 years | N/A | 44.47 | - |