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CFSMX vs JVMSX
CFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSX
Clarkston Partners Founders
Price$13.33
Change+$0.22 (+1.68%)
VolumeN/A
Net Assets933.3M
JHancock Disciplined Value Mid Cap R2
Price$28.87
Change+$0.30 (+1.05%)
VolumeN/A
Net Assets22.33B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX commentary
Jul 18, 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: 22.3B vs. CFSMX (933M). CFSMX pays higher dividends than JVMSX: CFSMX (0.55) vs JVMSX (0.42). 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: 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 : -2.89 vs. CFSMX (-6.90). JVMSX return over 5 years is better than : 53.14 vs. CFSMX (9.46).
| 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 | -9.711 | 6.565 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 22.3B | 4% |
| Annual Yield % from dividends | 0.55 | 0.42 | 132% |
| Returns for 1 year | -6.90 | -2.89 | 239% |
| Returns for 3 years | -12.33 | 21.83 | -56% |
| Returns for 5 years | 9.46 | 53.14 | 18% |
| Returns for 10 years | N/A | 40.86 | - |
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