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CILGX vs JVMSX
CILGX vs JVMSX Comparison
Open Charts CILGX vs JVMSX
Clarkston Institutional
Price$15.72
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets181.66M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
CILGX vs JVMSX Comparison Chart in %
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CILGX vs. JVMSX commentary
Aug 18, 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. CILGX (182M). CILGX pays higher dividends than JVMSX: CILGX (0.87) vs JVMSX (0.41). CILGX was incepted earlier than JVMSX: CILGX (9 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than CILGX (0.79). JVMSX is a more actively managed with annual turnover of: 49.00 vs. CILGX (23.00). JVMSX has a lower initial minimum investment than CILGX: JVMSX (0) vs CILGX (10000). CILGX annual gain was more profitable for investors over the last year : 4.78 vs. JVMSX (0.34). JVMSX return over 5 years is better than : 48.09 vs. CILGX (35.72).
| CILGX | JVMSX | CILGX / JVMSX | |
| Total Expense Ratio | 0.70 | 1.25 | 56% |
| Annual Report Gross Expense Ratio | 0.79 | 1.26 | 63% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 1.682 | 8.728 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 23.6B | 1% |
| Annual Yield % from dividends | 0.87 | 0.41 | 211% |
| Returns for 1 year | 4.78 | 0.34 | 1,402% |
| Returns for 3 years | 8.18 | 10.96 | 75% |
| Returns for 5 years | 35.72 | 48.09 | 74% |
| Returns for 10 years | N/A | 41.60 | - |
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