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CIMDX vs JVMSX
CIMDX vs JVMSX Comparison
Open Charts CIMDX vs JVMSX
Clarkston Founders Institutional
Price$15.88
Change-$0.23 (-1.43%)
VolumeN/A
Net Assets781.13M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
CIMDX vs JVMSX Comparison Chart
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CIMDX vs. JVMSX commentary
Jun 16, 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: 21.5B vs. CIMDX (781M). CIMDX (0.45) and JVMSX (0.43) have matching dividends . 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 : 7.47 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. CIMDX (43.99).
| 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 | -0.501 | 2.313 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 21.5B | 4% |
| Annual Yield % from dividends | 0.45 | 0.43 | 104% |
| Returns for 1 year | 7.47 | -3.29 | -227% |
| Returns for 3 years | 12.59 | 15.80 | 80% |
| Returns for 5 years | 43.99 | 50.13 | 88% |
| Returns for 10 years | N/A | 33.43 | - |
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