CIMDX
Price
$16.36
Change
-$0.02 (-0.12%)
Updated
Jul 3 closing price
Net Assets
803.73M
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
Interact to see
Advertisement

CIMDX vs JVMSX

Header iconCIMDX vs JVMSX Comparison
Open Charts CIMDX vs JVMSXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
CIMDXJVMSXCIMDX / JVMSX
Total Expense Ratio0.951.2576%
Annual Report Gross Expense Ratio0.991.2679%
Fund Existence8 years13 years-
Gain YTD2.5068.20631%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets804M22.6B4%
Annual Yield % from dividends0.450.42107%
Returns for 1 year8.673.00289%
Returns for 3 years12.0922.7753%
Returns for 5 years48.6060.5280%
Returns for 10 yearsN/A44.56-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SBEV3.440.06
+1.78%
Splash Beverage Group
VAC80.120.94
+1.19%
MARRIOTT VACATIONS WORLDWIDE Corp
VRSK304.062.85
+0.95%
Verisk Analytics
KELYA12.390.08
+0.65%
Kelly Services
INFU6.16-0.01
-0.16%
InfuSystem Holdings