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CISMX vs JVMSX
CISMX vs JVMSX Comparison
Open Charts CISMX vs JVMSX
Clarkston Partners Institutional
Price$12.84
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets776.2M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
CISMX vs JVMSX Comparison Chart in %
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CISMX vs. JVMSX commentary
Dec 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. CISMX (776M). CISMX pays higher dividends than JVMSX: CISMX (0.50) vs JVMSX (0.40). CISMX was incepted earlier than JVMSX: CISMX (10 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than CISMX (1.03). JVMSX is a more actively managed with annual turnover of: 49.00 vs. CISMX (22.00). JVMSX has a lower initial minimum investment than CISMX: JVMSX (0) vs CISMX (25000). JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. CISMX (-11.81). JVMSX return over 5 years is better than : 22.25 vs. CISMX (-11.07).
| CISMX | JVMSX | CISMX / JVMSX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.03 | 1.25 | 82% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -10.771 | 3.506 | -307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 23.9B | 3% |
| Annual Yield % from dividends | 0.50 | 0.40 | 127% |
| Returns for 1 year | -11.81 | 2.29 | -517% |
| Returns for 3 years | -4.51 | 15.22 | -30% |
| Returns for 5 years | -11.07 | 22.25 | -50% |
| Returns for 10 years | 33.01 | 46.26 | 71% |
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