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CFSMX vs MVCAX
CFSMX vs MVCAX Comparison
Open Charts CFSMX vs MVCAX
Clarkston Partners Founders
Price$12.88
Change+$0.19 (+1.50%)
VolumeN/A
Net Assets975.58M
CFSMX vs MVCAX Comparison Chart
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CFSMX vs. MVCAX commentary
Apr 12, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.2B vs. CFSMX (976M). MVCAX pays higher dividends than CFSMX: MVCAX (0.90) vs CFSMX (0.53). CFSMX was incepted earlier than MVCAX: CFSMX (10 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than CFSMX (0.88). MVCAX is a more actively managed with annual turnover of: 27.00 vs. CFSMX (22.00). MVCAX has a lower initial minimum investment than CFSMX: MVCAX (1000) vs CFSMX (100000000). CFSMX annual gain was more profitable for investors over the last year : -9.18 vs. MVCAX (-12.97). MVCAX return over 5 years is better than : 49.10 vs. CFSMX (16.36).
| CFSMX | MVCAX | CFSMX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.88 | 1.00 | 88% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -12.603 | -11.473 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 15.2B | 6% |
| Annual Yield % from dividends | 0.53 | 0.90 | 59% |
| Returns for 1 year | -9.18 | -12.97 | 71% |
| Returns for 3 years | -22.05 | -8.09 | 273% |
| Returns for 5 years | 16.36 | 49.10 | 33% |
| Returns for 10 years | N/A | 39.26 | - |
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