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CFSMX vs JVMTX
CFSMX vs JVMTX Comparison
Open Charts CFSMX vs JVMTX
Clarkston Partners Founders
Price$13.58
Change-$0.16 (-1.16%)
VolumeN/A
Net Assets931.34M
JHancock Disciplined Value Mid Cap R4
Price$30.16
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets24.44B
CFSMX vs JVMTX Comparison Chart in %
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CFSMX vs. JVMTX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. CFSMX (931M). JVMTX pays higher dividends than CFSMX: JVMTX (0.62) vs CFSMX (0.52). 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 : 2.17 vs. CFSMX (-2.77). JVMTX return over 5 years is better than : 53.25 vs. CFSMX (8.46).
| 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 | -5.372 | 12.486 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 24.4B | 4% |
| Annual Yield % from dividends | 0.52 | 0.62 | 84% |
| Returns for 1 year | -2.77 | 2.17 | -128% |
| Returns for 3 years | -10.53 | 25.76 | -41% |
| Returns for 5 years | 8.46 | 53.25 | 16% |
| Returns for 10 years | 46.93 | 59.22 | 79% |
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