CIMDX
Price
$16.51
Change
-$0.01 (-0.06%)
Updated
Sep 8 closing price
Net Assets
791.97M
JVMSX
Price
$30.01
Change
+$0.08 (+0.27%)
Updated
Sep 8 closing price
Net Assets
24.38B
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CIMDX vs JVMSX

Header iconCIMDX vs JVMSX Comparison
Open Charts CIMDX vs JVMSXBanner chart's image
Clarkston Founders Institutional
Price$16.51
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets791.97M
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
CIMDX vs JVMSX Comparison Chart in %
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CIMDX vs. JVMSX commentary
Sep 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. CIMDX (792M). CIMDX pays higher dividends than JVMSX: CIMDX (0.43) vs JVMSX (0.40). CIMDX was incepted earlier than JVMSX: CIMDX (9 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than CIMDX (0.99). JVMSX is a more actively managed with annual turnover of: 49.00 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 : 6.02 vs. JVMSX (2.46). JVMSX return over 5 years is better than : 52.77 vs. CIMDX (34.38).
CIMDXJVMSXCIMDX / JVMSX
Total Expense Ratio0.951.2477%
Annual Report Gross Expense Ratio0.991.2579%
Fund Existence9 years14 years-
Gain YTD3.50911.71230%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets792M24.4B3%
Annual Yield % from dividends0.430.40108%
Returns for 1 year6.022.46244%
Returns for 3 years11.1623.9047%
Returns for 5 years34.3852.7765%
Returns for 10 yearsN/A54.59-
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