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CISMX vs JVMRX
CISMX vs JVMRX Comparison
Open Charts CISMX vs JVMRX
Clarkston Partners Institutional
Price$13.59
Change+$0.12 (+0.89%)
VolumeN/A
Net Assets970.73M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
CISMX vs JVMRX Comparison Chart in %
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CISMX vs. JVMRX commentary
Jul 27, 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 CISMX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. CISMX (971M). JVMRX pays higher dividends than CISMX: JVMRX (0.88) vs CISMX (0.51). CISMX was incepted earlier than JVMRX: CISMX (10 years) vs JVMRX (14 years). CISMX (1.03) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. CISMX (22.00). CISMX has a lower initial minimum investment than JVMRX: CISMX (25000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. CISMX (-1.15). JVMRX return over 5 years is better than : 58.56 vs. CISMX (13.00).
| CISMX | JVMRX | CISMX / JVMRX | |
| Total Expense Ratio | 1.00 | 0.75 | 133% |
| Annual Report Gross Expense Ratio | 1.03 | 0.76 | 136% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -5.559 | 9.354 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 23.1B | 4% |
| Annual Yield % from dividends | 0.51 | 0.88 | 58% |
| Returns for 1 year | -1.15 | 1.28 | -90% |
| Returns for 3 years | -13.36 | 21.72 | -62% |
| Returns for 5 years | 13.00 | 58.56 | 22% |
| Returns for 10 years | N/A | 51.14 | - |
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