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CIMDX vs JVMRX
CIMDX vs JVMRX Comparison
Open Charts CIMDX vs JVMRX
Clarkston Founders Institutional
Price$16.36
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets803.73M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
CIMDX vs JVMRX Comparison Chart in %
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CIMDX vs. JVMRX commentary
Jul 07, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. CIMDX (804M). JVMRX pays higher dividends than CIMDX: JVMRX (0.88) vs CIMDX (0.45). CIMDX was incepted earlier than JVMRX: CIMDX (8 years) vs JVMRX (14 years). CIMDX (0.99) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 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 : 8.67 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. CIMDX (48.60).
| CIMDX | JVMRX | CIMDX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.75 | 127% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 2.506 | 8.500 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 22.6B | 4% |
| Annual Yield % from dividends | 0.45 | 0.88 | 51% |
| Returns for 1 year | 8.67 | 3.59 | 241% |
| Returns for 3 years | 12.09 | 24.14 | 50% |
| Returns for 5 years | 48.60 | 63.32 | 77% |
| Returns for 10 years | N/A | 49.30 | - |
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