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CIMDX vs JVMRX
CIMDX vs JVMRX Comparison
Open Charts CIMDX vs JVMRX
Clarkston Founders Institutional
Price$16.83
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets781.23M
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
CIMDX vs JVMRX Comparison Chart in %
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CIMDX vs. JVMRX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. CIMDX (781M). JVMRX pays higher dividends than CIMDX: JVMRX (0.83) vs CIMDX (0.42). 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 : 4.53 vs. JVMRX (2.35). JVMRX return over 5 years is better than : 24.33 vs. CIMDX (17.96).
| 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 | 5.451 | 3.563 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 23.9B | 3% |
| Annual Yield % from dividends | 0.42 | 0.83 | 51% |
| Returns for 1 year | 4.53 | 2.35 | 193% |
| Returns for 3 years | 22.00 | 16.55 | 133% |
| Returns for 5 years | 17.96 | 24.33 | 74% |
| Returns for 10 years | N/A | 51.02 | - |
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