CFSMX
Price
$13.27
Change
+$0.12 (+0.91%)
Updated
Oct 13 closing price
Net Assets
871.02M
JVMTX
Price
$29.30
Change
+$0.36 (+1.24%)
Updated
Oct 13 closing price
Net Assets
23.36B
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CFSMX vs JVMTX

Header iconCFSMX vs JVMTX Comparison
Open Charts CFSMX vs JVMTXBanner chart's image
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.

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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).
CFSMXJVMTXCFSMX / JVMTX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.881.1080%
Fund Existence10 years12 years-
Gain YTD-9.4357.544-125%
Front LoadN/AN/A-
Min. Initial Investment1000000000-
Min. Initial Investment IRAN/AN/A-
Net Assets871M23.4B4%
Annual Yield % from dividends0.540.6287%
Returns for 1 year-9.37-5.79162%
Returns for 3 years-9.8227.21-36%
Returns for 5 years2.6244.866%
Returns for 10 years37.5547.0780%
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