Ad is loading...
CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$13.08
Change+$0.20 (+1.55%)
VolumeN/A
Net Assets977.98M
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
CFSMX vs JVMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFSMX vs. JVMSX commentary
May 09, 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.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. CFSMX (978M). CFSMX pays higher dividends than JVMSX: CFSMX (0.56) vs JVMSX (0.46). 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). CFSMX annual gain was more profitable for investors over the last year : -5.60 vs. JVMSX (-8.45). JVMSX return over 5 years is better than : 50.94 vs. CFSMX (15.53).
| CFSMX | JVMSX | CFSMX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 0.88 | 1.26 | 70% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | -11.295 | -2.424 | 466% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 20.6B | 5% |
| Annual Yield % from dividends | 0.56 | 0.46 | 122% |
| Returns for 1 year | -5.60 | -8.45 | 66% |
| Returns for 3 years | -15.70 | 4.66 | -337% |
| Returns for 5 years | 15.53 | 50.94 | 30% |
| Returns for 10 years | N/A | 27.80 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XBI | 78.04 | 0.69 | +0.89% |
| SPDR® S&P Biotech ETF | |||
| XBAP | 35.08 | 0.15 | +0.44% |
| Innovator US Eq Acltd 9 Bfr ETFTM April | |||
| MARW | 31.14 | 0.11 | +0.34% |
| AllianzIM U.S. Large Cp Buffer20 Mar ETF | |||
| DFSI | 37.11 | -0.01 | -0.02% |
| Dimensional International Sstby Cr 1 ETF | |||
| BFIX | 25.14 | -0.08 | -0.30% |
| Build Bond Innovation ETF | |||