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CIMDX vs JVMIX
CIMDX vs JVMIX Comparison
Open Charts CIMDX vs JVMIX
Clarkston Founders Institutional
Price$16.41
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets779.11M
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
CIMDX vs JVMIX Comparison Chart in %
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CIMDX vs. JVMIX commentary
Sep 29, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. CIMDX (779M). JVMIX pays higher dividends than CIMDX: JVMIX (0.74) vs CIMDX (0.43). CIMDX was incepted earlier than JVMIX: CIMDX (9 years) vs JVMIX (28 years). CIMDX (0.99) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. CIMDX (17.00). CIMDX has a lower initial minimum investment than JVMIX: CIMDX (10000) vs JVMIX (250000). CIMDX annual gain was more profitable for investors over the last year : 3.07 vs. JVMIX (-0.89). JVMIX return over 5 years is better than : 61.98 vs. CIMDX (38.23).
| CIMDX | JVMIX | CIMDX / JVMIX | |
| Total Expense Ratio | 0.95 | 0.85 | 112% |
| Annual Report Gross Expense Ratio | 0.99 | 0.86 | 115% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 2.820 | 11.725 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 779M | 24.2B | 3% |
| Annual Yield % from dividends | 0.43 | 0.74 | 58% |
| Returns for 1 year | 3.07 | -0.89 | -347% |
| Returns for 3 years | 21.07 | 34.98 | 60% |
| Returns for 5 years | 38.23 | 61.98 | 62% |
| Returns for 10 years | N/A | 65.12 | - |
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