CFSMX
Price
$13.83
Change
+$0.09 (+0.66%)
Updated
Sep 4 closing price
Net Assets
943.57M
JVMSX
Price
$29.93
Change
+$0.44 (+1.49%)
Updated
Sep 4 closing price
Net Assets
24.3B
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CFSMX vs JVMSX

Header iconCFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSXBanner chart's image
Clarkston Partners Founders
Price$13.83
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets943.57M
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.3B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX commentary
Sep 07, 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: 24.3B vs. CFSMX (944M). CFSMX pays higher dividends than JVMSX: CFSMX (0.52) vs JVMSX (0.40). 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 : 2.39 vs. CFSMX (-2.75). JVMSX return over 5 years is better than : 52.66 vs. CFSMX (8.75).
CFSMXJVMSXCFSMX / JVMSX
Total Expense Ratio0.851.2469%
Annual Report Gross Expense Ratio0.881.2570%
Fund Existence10 years14 years-
Gain YTD-4.75211.637-41%
Front LoadN/AN/A-
Min. Initial Investment1000000000-
Min. Initial Investment IRAN/AN/A-
Net Assets944M24.3B4%
Annual Yield % from dividends0.520.40130%
Returns for 1 year-2.752.39-115%
Returns for 3 years-11.4123.81-48%
Returns for 5 years8.7552.6617%
Returns for 10 yearsN/A54.48-
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