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CFSMX vs MVCAX
CFSMX vs MVCAX Comparison
Open Charts CFSMX vs MVCAX
Clarkston Partners Founders
Price$13.08
Change+$0.20 (+1.55%)
VolumeN/A
Net Assets977.98M
CFSMX vs MVCAX Comparison Chart
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CFSMX vs. MVCAX commentary
May 09, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. CFSMX (978M). MVCAX pays higher dividends than CFSMX: MVCAX (0.93) vs CFSMX (0.56). 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 : -5.60 vs. MVCAX (-8.27). MVCAX return over 5 years is better than : 56.76 vs. CFSMX (15.53).
| 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 | -11.295 | -5.150 | 219% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 16.3B | 6% |
| Annual Yield % from dividends | 0.56 | 0.93 | 60% |
| Returns for 1 year | -5.60 | -8.27 | 68% |
| Returns for 3 years | -15.70 | 4.61 | -341% |
| Returns for 5 years | 15.53 | 56.76 | 27% |
| Returns for 10 years | N/A | 49.35 | - |
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