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CFSMX vs JVMTX
CFSMX vs JVMTX Comparison
Open Charts CFSMX vs JVMTX
Clarkston Partners Founders
Price$13.27
Change+$0.12 (+0.91%)
VolumeN/A
Net Assets871.02M
JHancock Disciplined Value Mid Cap R4
Price$29.30
Change+$0.36 (+1.24%)
VolumeN/A
Net Assets23.36B
CFSMX vs JVMTX Comparison Chart in %
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CFSMX vs. JVMTX commentary
Oct 14, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. CFSMX (871M). JVMTX pays higher dividends than CFSMX: JVMTX (0.62) vs CFSMX (0.54). CFSMX was incepted earlier than JVMTX: CFSMX (10 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than CFSMX (0.88). JVMTX is a more actively managed with annual turnover of: 49.00 vs. CFSMX (22.00). JVMTX has a lower initial minimum investment than CFSMX: JVMTX (0) vs CFSMX (100000000). JVMTX annual gain was more profitable for investors over the last year : -5.79 vs. CFSMX (-9.37). JVMTX return over 5 years is better than : 44.86 vs. CFSMX (2.62).
| CFSMX | JVMTX | CFSMX / JVMTX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.88 | 1.10 | 80% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -9.435 | 7.544 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 871M | 23.4B | 4% |
| Annual Yield % from dividends | 0.54 | 0.62 | 87% |
| Returns for 1 year | -9.37 | -5.79 | 162% |
| Returns for 3 years | -9.82 | 27.21 | -36% |
| Returns for 5 years | 2.62 | 44.86 | 6% |
| Returns for 10 years | 37.55 | 47.07 | 80% |
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