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CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$13.74
Change-$0.17 (-1.22%)
VolumeN/A
Net Assets924.7M
JHancock Disciplined Value Mid Cap R2
Price$30.10
Change-$0.26 (-0.86%)
VolumeN/A
Net Assets24.23B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX commentary
Sep 15, 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.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. CFSMX (925M). 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 : 3.08 vs. CFSMX (-1.53). JVMSX return over 5 years is better than : 56.05 vs. CFSMX (11.20).
| 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 | -5.372 | 12.272 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 24.2B | 4% |
| Annual Yield % from dividends | 0.52 | 0.40 | 130% |
| Returns for 1 year | -1.53 | 3.08 | -50% |
| Returns for 3 years | -12.76 | 22.41 | -57% |
| Returns for 5 years | 11.20 | 56.05 | 20% |
| Returns for 10 years | 45.02 | 54.74 | 82% |
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