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CIMDX vs JVMRX
CIMDX vs JVMRX Comparison
Open Charts CIMDX vs JVMRX
Clarkston Founders Institutional
Price$16.77
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets781.77M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
CIMDX vs JVMRX Comparison Chart in %
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CIMDX vs. JVMRX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. CIMDX (782M). JVMRX pays higher dividends than CIMDX: JVMRX (0.85) 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 : 3.71 vs. JVMRX (-6.40). JVMRX return over 5 years is better than : 36.83 vs. CIMDX (24.87).
| CIMDX | JVMRX | CIMDX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.74 | 128% |
| Annual Report Gross Expense Ratio | 0.99 | 0.75 | 132% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 5.075 | 9.911 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 24.2B | 3% |
| Annual Yield % from dividends | 0.43 | 0.85 | 51% |
| Returns for 1 year | 3.71 | -6.40 | -58% |
| Returns for 3 years | 13.30 | 15.51 | 86% |
| Returns for 5 years | 24.87 | 36.83 | 68% |
| Returns for 10 years | N/A | 51.46 | - |
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