CIMDX
Price
$16.63
Change
+$0.12 (+0.73%)
Updated
Oct 17 closing price
Net Assets
779.36M
JVMRX
Price
$29.59
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.85B
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CIMDX vs JVMRX

Header iconCIMDX vs JVMRX Comparison
Open Charts CIMDX vs JVMRXBanner chart's image
Clarkston Founders Institutional
Price$16.63
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets779.36M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
CIMDX vs JVMRX Comparison Chart in %
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CIMDX vs. JVMRX commentary
Oct 19, 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 JVMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. CIMDX (779M). JVMRX pays higher dividends than CIMDX: JVMRX (0.84) vs CIMDX (0.43). CIMDX was incepted earlier than JVMRX: CIMDX (9 years) vs JVMRX (14 years). CIMDX (0.99) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. CIMDX (17.00). CIMDX has a lower initial minimum investment than JVMRX: CIMDX (10000) vs JVMRX (1000000). CIMDX annual gain was more profitable for investors over the last year : 2.91 vs. JVMRX (-4.79). JVMRX return over 5 years is better than : 47.93 vs. CIMDX (30.99).
CIMDXJVMRXCIMDX / JVMRX
Total Expense Ratio0.950.74128%
Annual Report Gross Expense Ratio0.990.75132%
Fund Existence9 years14 years-
Gain YTD4.1989.83743%
Front LoadN/AN/A-
Min. Initial Investment1000010000001%
Min. Initial Investment IRAN/AN/A-
Net Assets779M23.9B3%
Annual Yield % from dividends0.430.8452%
Returns for 1 year2.91-4.79-61%
Returns for 3 years19.8225.6277%
Returns for 5 years30.9947.9365%
Returns for 10 yearsN/A52.40-
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