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CIMDX vs JVMAX
CIMDX vs JVMAX Comparison
Open Charts CIMDX vs JVMAX
Clarkston Founders Institutional
Price$15.88
Change-$0.23 (-1.43%)
VolumeN/A
Net Assets781.13M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
CIMDX vs JVMAX Comparison Chart
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CIMDX vs. JVMAX commentary
Jun 16, 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 CIMDX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. CIMDX (781M). JVMAX pays higher dividends than CIMDX: JVMAX (0.60) vs CIMDX (0.45). CIMDX was incepted earlier than JVMAX: CIMDX (8 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than CIMDX (0.99). JVMAX is a more actively managed with annual turnover of: 47.00 vs. CIMDX (17.00). JVMAX has a lower initial minimum investment than CIMDX: JVMAX (1000) vs CIMDX (10000). CIMDX annual gain was more profitable for investors over the last year : 7.47 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. CIMDX (43.99).
| CIMDX | JVMAX | CIMDX / JVMAX | |
| Total Expense Ratio | 0.95 | 1.12 | 85% |
| Annual Report Gross Expense Ratio | 0.99 | 1.13 | 88% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -0.501 | 2.360 | -21% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 21.5B | 4% |
| Annual Yield % from dividends | 0.45 | 0.60 | 76% |
| Returns for 1 year | 7.47 | -3.68 | -203% |
| Returns for 3 years | 12.59 | 15.06 | 84% |
| Returns for 5 years | 43.99 | 48.97 | 90% |
| Returns for 10 years | N/A | 31.57 | - |
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