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CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$12.88
Change+$0.19 (+1.50%)
VolumeN/A
Net Assets975.58M
JHancock Disciplined Value Mid Cap R2
Price$24.57
Change+$0.37 (+1.53%)
VolumeN/A
Net Assets19.24B
CFSMX vs JVMSX Comparison Chart
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CFSMX vs. JVMSX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.2B vs. CFSMX (976M). CFSMX pays higher dividends than JVMSX: CFSMX (0.53) vs JVMSX (0.45). 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 : -9.18 vs. JVMSX (-15.45). JVMSX return over 5 years is better than : 42.98 vs. CFSMX (16.36).
| 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 | -12.603 | -9.735 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 19.2B | 5% |
| Annual Yield % from dividends | 0.53 | 0.45 | 119% |
| Returns for 1 year | -9.18 | -15.45 | 59% |
| Returns for 3 years | -22.05 | -8.98 | 245% |
| Returns for 5 years | 16.36 | 42.98 | 38% |
| Returns for 10 years | N/A | 18.51 | - |
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