Ad is loading...
CFSMX vs JVMTX
CFSMX vs JVMTX Comparison
Open Charts CFSMX vs JVMTX
Clarkston Partners Founders
Price$14.14
Change-$0.15 (-1.05%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change-$0.40 (-1.36%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CFSMX vs JVMTX Comparison Chart
Loading...
CFSMX vs. JVMTX commentary
Sep 08, 2024
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 StrongBuy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.3B vs. CFSMX (1.16B). JVMTX pays higher dividends than CFSMX: JVMTX (0.73) vs CFSMX (0.33). CFSMX was incepted earlier than JVMTX: CFSMX (9 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. CFSMX (16.00). 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 : 13.32 vs. CFSMX (5.45). JVMTX return over 5 years is better than : 41.51 vs. CFSMX (17.19).
| CFSMX | JVMTX | CFSMX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 1.853 | 7.937 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 22.3B | 5% |
| Annual Yield % from dividends | 0.33 | 0.73 | 45% |
| Returns for 1 year | 5.45 | 13.32 | 41% |
| Returns for 3 years | -11.88 | 6.02 | -198% |
| Returns for 5 years | 17.19 | 41.51 | 41% |
| Returns for 10 years | N/A | 53.85 | - |