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CIMDX vs JVMSX
CIMDX vs JVMSX Comparison
Open Charts CIMDX vs JVMSX
Clarkston Founders Institutional
Price$16.36
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets803.73M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
CIMDX vs JVMSX Comparison Chart in %
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CIMDX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. CIMDX (804M). CIMDX pays higher dividends than JVMSX: CIMDX (0.45) vs JVMSX (0.42). CIMDX was incepted earlier than JVMSX: CIMDX (8 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than CIMDX (0.99). JVMSX is a more actively managed with annual turnover of: 47.00 vs. CIMDX (17.00). JVMSX has a lower initial minimum investment than CIMDX: JVMSX (0) vs CIMDX (10000). CIMDX annual gain was more profitable for investors over the last year : 8.67 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. CIMDX (48.60).
| CIMDX | JVMSX | CIMDX / JVMSX | |
| Total Expense Ratio | 0.95 | 1.25 | 76% |
| Annual Report Gross Expense Ratio | 0.99 | 1.26 | 79% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.506 | 8.206 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 22.6B | 4% |
| Annual Yield % from dividends | 0.45 | 0.42 | 107% |
| Returns for 1 year | 8.67 | 3.00 | 289% |
| Returns for 3 years | 12.09 | 22.77 | 53% |
| Returns for 5 years | 48.60 | 60.52 | 80% |
| Returns for 10 years | N/A | 44.56 | - |
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