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CILGX vs JVMRX
CILGX vs JVMRX Comparison
Open Charts CILGX vs JVMRX
Clarkston Institutional
Price$16.37
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets191.32M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
CILGX vs JVMRX Comparison Chart in %
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CILGX vs. JVMRX commentary
Jul 27, 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 CILGX is a StrongBuy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. CILGX (191M). JVMRX (0.88) and CILGX (0.87) have matching dividends . CILGX was incepted earlier than JVMRX: CILGX (9 years) vs JVMRX (14 years). CILGX (0.79) and JVMRX (0.76) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 49.00 vs. CILGX (23.00). CILGX has a lower initial minimum investment than JVMRX: CILGX (10000) vs JVMRX (1000000). CILGX annual gain was more profitable for investors over the last year : 10.35 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. CILGX (50.34).
| CILGX | JVMRX | CILGX / JVMRX | |
| Total Expense Ratio | 0.70 | 0.75 | 93% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 5.886 | 9.354 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 23.1B | 1% |
| Annual Yield % from dividends | 0.87 | 0.88 | 99% |
| Returns for 1 year | 10.35 | 1.28 | 809% |
| Returns for 3 years | 20.18 | 21.72 | 93% |
| Returns for 5 years | 50.34 | 58.56 | 86% |
| Returns for 10 years | N/A | 51.14 | - |
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