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CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$12.95
Change-$0.10 (-0.77%)
VolumeN/A
Net Assets839.4M
JHancock Disciplined Value Mid Cap R2
Price$28.81
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.48B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX commentary
Nov 20, 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: 23.5B vs. CFSMX (839M). CFSMX pays higher dividends than JVMSX: CFSMX (0.55) vs JVMSX (0.41). CFSMX was incepted earlier than JVMSX: CFSMX (10 years) vs JVMSX (14 years). JVMSX (1.25) 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 : -7.41 vs. CFSMX (-11.94). JVMSX return over 5 years is better than : 29.76 vs. CFSMX (-5.88).
| CFSMX | JVMSX | CFSMX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.88 | 1.25 | 70% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -10.124 | 7.236 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 23.5B | 4% |
| Annual Yield % from dividends | 0.55 | 0.41 | 135% |
| Returns for 1 year | -11.94 | -7.41 | 161% |
| Returns for 3 years | -18.46 | 11.53 | -160% |
| Returns for 5 years | -5.88 | 29.76 | -20% |
| Returns for 10 years | 32.95 | 41.20 | 80% |
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