CFSMX
Price
$13.42
Change
+$0.15 (+1.13%)
Updated
Jul 8 closing price
Net Assets
959.93M
JVMSX
Price
$28.79
Change
-$0.22 (-0.76%)
Updated
Jul 7 closing price
Net Assets
22.61B
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CFSMX vs JVMSX

Header iconCFSMX vs JVMSX Comparison
Open Charts CFSMX vs JVMSXBanner chart's image
Clarkston Partners Founders
Price$13.42
Change+$0.15 (+1.13%)
VolumeN/A
Net Assets959.93M
JHancock Disciplined Value Mid Cap R2
Price$28.79
Change-$0.22 (-0.76%)
VolumeN/A
Net Assets22.61B
CFSMX vs JVMSX Comparison Chart in %
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CFSMX vs. JVMSX commentary
Jul 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. CFSMX (960M). 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 : 3.59 vs. CFSMX (-1.59). JVMSX return over 5 years is better than : 62.29 vs. CFSMX (17.18).
CFSMXJVMSXCFSMX / JVMSX
Total Expense Ratio0.851.2568%
Annual Report Gross Expense Ratio0.881.2670%
Fund Existence10 years13 years-
Gain YTD-8.6098.206-105%
Front LoadN/AN/A-
Min. Initial Investment1000000000-
Min. Initial Investment IRAN/AN/A-
Net Assets960M22.6B4%
Annual Yield % from dividends0.550.42132%
Returns for 1 year-1.593.59-44%
Returns for 3 years-12.5322.47-56%
Returns for 5 years17.1862.2928%
Returns for 10 yearsN/A44.14-
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