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CFSMX vs JVMTX
CFSMX vs JVMTX Comparison
Open Charts CFSMX vs JVMTX
Clarkston Partners Founders
Price$13.40
Change-$0.17 (-1.25%)
VolumeN/A
Net Assets979.87M
JHancock Disciplined Value Mid Cap R4
Price$29.07
Change-$0.21 (-0.72%)
VolumeN/A
Net Assets22.57B
CFSMX vs JVMTX Comparison Chart in %
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CFSMX vs. JVMTX commentary
Jul 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. CFSMX (980M). JVMTX pays higher dividends than CFSMX: JVMTX (0.65) vs CFSMX (0.55). CFSMX was incepted earlier than JVMTX: CFSMX (10 years) vs JVMTX (12 years). JVMTX (1.11) 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 : 1.04 vs. CFSMX (-2.15). JVMTX return over 5 years is better than : 63.87 vs. CFSMX (15.74).
| CFSMX | JVMTX | CFSMX / JVMTX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 0.88 | 1.11 | 79% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -7.714 | 8.027 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 980M | 22.6B | 4% |
| Annual Yield % from dividends | 0.55 | 0.65 | 85% |
| Returns for 1 year | -2.15 | 1.04 | -207% |
| Returns for 3 years | -10.45 | 24.28 | -43% |
| Returns for 5 years | 15.74 | 63.87 | 25% |
| Returns for 10 years | N/A | 44.41 | - |
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