CFSMX
Price
$13.11
Change
-$0.10 (-0.76%)
Updated
Jun 5 closing price
Net Assets
970.05M
JVMSX
Price
$27.38
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
21.46B
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CFSMX vs JVMSX

Header iconCFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSXBanner chart's image
Clarkston Partners Founders
Price$13.11
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets970.05M
JHancock Disciplined Value Mid Cap R2
Price$27.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.46B
CFSMX vs JVMSX Comparison Chart
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CFSMX vs. JVMSX commentary
Jun 06, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. CFSMX (970M). 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: 47.00 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 : -3.94 vs. CFSMX (-5.53). JVMSX return over 5 years is better than : 37.71 vs. CFSMX (4.04).
CFSMXJVMSXCFSMX / JVMSX
Total Expense Ratio0.851.2568%
Annual Report Gross Expense Ratio0.881.2670%
Fund Existence10 years13 years-
Gain YTD-9.0222.126-424%
Front LoadN/AN/A-
Min. Initial Investment1000000000-
Min. Initial Investment IRAN/AN/A-
Net Assets970M21.5B5%
Annual Yield % from dividends0.550.43126%
Returns for 1 year-5.53-3.94140%
Returns for 3 years-17.614.81-366%
Returns for 5 years4.0437.7111%
Returns for 10 yearsN/A34.28-
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