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CFSMX vs JVMTX
CFSMX vs JVMTX Comparison
Open Charts CFSMX vs JVMTX
Clarkston Partners Founders
Price$12.90
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets831.03M
JHancock Disciplined Value Mid Cap R4
Price$28.95
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
CFSMX vs JVMTX Comparison Chart in %
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CFSMX vs. JVMTX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.5B vs. CFSMX (831M). JVMTX pays higher dividends than CFSMX: JVMTX (0.63) vs CFSMX (0.55). 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 : -6.60 vs. CFSMX (-12.90). JVMTX return over 5 years is better than : 32.20 vs. CFSMX (-5.74).
| 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 | -10.813 | 7.692 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 23.5B | 4% |
| Annual Yield % from dividends | 0.55 | 0.63 | 87% |
| Returns for 1 year | -12.90 | -6.60 | 196% |
| Returns for 3 years | -19.08 | 12.39 | -154% |
| Returns for 5 years | -5.74 | 32.20 | -18% |
| Returns for 10 years | 31.93 | 43.82 | 73% |
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