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CIMDX vs JVMTX
CIMDX vs JVMTX Comparison
Open Charts CIMDX vs JVMTX
Clarkston Founders Institutional
Price$16.34
Change-$0.07 (-0.43%)
VolumeN/A
Net Assets790.51M
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
CIMDX vs JVMTX Comparison Chart in %
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CIMDX vs. JVMTX commentary
Aug 18, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. CIMDX (791M). JVMTX pays higher dividends than CIMDX: JVMTX (0.64) vs CIMDX (0.45). CIMDX was incepted earlier than JVMTX: CIMDX (9 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than CIMDX (0.99). JVMTX is a more actively managed with annual turnover of: 49.00 vs. CIMDX (17.00). JVMTX has a lower initial minimum investment than CIMDX: JVMTX (0) vs CIMDX (10000). CIMDX annual gain was more profitable for investors over the last year : 5.67 vs. JVMTX (0.62). JVMTX return over 5 years is better than : 49.36 vs. CIMDX (34.53).
| CIMDX | JVMTX | CIMDX / JVMTX | |
| Total Expense Ratio | 0.95 | 1.00 | 95% |
| Annual Report Gross Expense Ratio | 0.99 | 1.11 | 89% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 2.381 | 8.919 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 23.6B | 3% |
| Annual Yield % from dividends | 0.45 | 0.64 | 70% |
| Returns for 1 year | 5.67 | 0.62 | 915% |
| Returns for 3 years | 2.44 | 11.58 | 21% |
| Returns for 5 years | 34.53 | 49.36 | 70% |
| Returns for 10 years | N/A | 43.95 | - |
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