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CFSMX vs MVCAX
CFSMX vs MVCAX Comparison
Open Charts CFSMX vs MVCAX
Clarkston Partners Founders
Price$13.11
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets970.05M
CFSMX vs MVCAX Comparison Chart
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CFSMX vs. MVCAX commentary
Jun 06, 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: 16.7B vs. CFSMX (970M). MVCAX pays higher dividends than CFSMX: MVCAX (0.89) vs CFSMX (0.55). 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). MVCAX annual gain was more profitable for investors over the last year : -5.21 vs. CFSMX (-5.53). MVCAX return over 5 years is better than : 40.41 vs. CFSMX (4.04).
| 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 | -9.022 | -1.923 | 469% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 16.7B | 6% |
| Annual Yield % from dividends | 0.55 | 0.89 | 61% |
| Returns for 1 year | -5.53 | -5.21 | 106% |
| Returns for 3 years | -17.61 | 2.03 | -869% |
| Returns for 5 years | 4.04 | 40.41 | 10% |
| Returns for 10 years | N/A | 55.63 | - |
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