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CILGX vs JVMTX
CILGX vs JVMTX Comparison
Open Charts CILGX vs JVMTX
Clarkston Institutional
Price$16.37
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets191.32M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
CILGX vs JVMTX Comparison Chart in %
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CILGX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. CILGX (191M). CILGX pays higher dividends than JVMTX: CILGX (0.87) vs JVMTX (0.65). CILGX was incepted earlier than JVMTX: CILGX (9 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than CILGX (0.79). JVMTX is a more actively managed with annual turnover of: 49.00 vs. CILGX (23.00). JVMTX has a lower initial minimum investment than CILGX: JVMTX (0) vs CILGX (10000). CILGX annual gain was more profitable for investors over the last year : 10.35 vs. JVMTX (1.07). JVMTX return over 5 years is better than : 57.29 vs. CILGX (50.34).
| CILGX | JVMTX | CILGX / JVMTX | |
| Total Expense Ratio | 0.70 | 1.00 | 70% |
| Annual Report Gross Expense Ratio | 0.79 | 1.11 | 71% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 5.886 | 9.253 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 23.1B | 1% |
| Annual Yield % from dividends | 0.87 | 0.65 | 134% |
| Returns for 1 year | 10.35 | 1.07 | 970% |
| Returns for 3 years | 20.18 | 21.15 | 95% |
| Returns for 5 years | 50.34 | 57.29 | 88% |
| Returns for 10 years | N/A | 48.90 | - |
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