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CISMX vs JVMSX
CISMX vs JVMSX Comparison
Open Charts CISMX vs JVMSX
Clarkston Partners Institutional
Price$13.37
Change+$0.12 (+0.91%)
VolumeN/A
Net Assets891.33M
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
CISMX vs JVMSX Comparison Chart in %
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CISMX vs. JVMSX commentary
Oct 21, 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 (891M). 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 : -5.30 vs. CISMX (-8.76). JVMSX return over 5 years is better than : 45.42 vs. CISMX (3.85).
| 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 | -7.088 | 9.399 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 891M | 23.9B | 4% |
| Annual Yield % from dividends | 0.50 | 0.40 | 126% |
| Returns for 1 year | -8.76 | -5.30 | 165% |
| Returns for 3 years | -10.45 | 24.28 | -43% |
| Returns for 5 years | 3.85 | 45.42 | 8% |
| Returns for 10 years | 39.07 | 47.59 | 82% |
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