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CISMX vs JVMTX
CISMX vs JVMTX Comparison
Open Charts CISMX vs JVMTX
Clarkston Partners Institutional
Price$13.48
Change-$0.09 (-0.66%)
VolumeN/A
Net Assets950.1M
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
CISMX vs JVMTX Comparison Chart in %
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CISMX 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 CISMX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. CISMX (950M). JVMTX pays higher dividends than CISMX: JVMTX (0.64) vs CISMX (0.51). CISMX was incepted earlier than JVMTX: CISMX (10 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than CISMX (1.03). JVMTX is a more actively managed with annual turnover of: 49.00 vs. CISMX (22.00). JVMTX has a lower initial minimum investment than CISMX: JVMTX (0) vs CISMX (25000). JVMTX annual gain was more profitable for investors over the last year : 0.62 vs. CISMX (-3.21). JVMTX return over 5 years is better than : 49.36 vs. CISMX (5.82).
| CISMX | JVMTX | CISMX / JVMTX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.03 | 1.11 | 93% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -6.324 | 8.919 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 23.6B | 4% |
| Annual Yield % from dividends | 0.51 | 0.64 | 80% |
| Returns for 1 year | -3.21 | 0.62 | -518% |
| Returns for 3 years | -19.98 | 11.58 | -172% |
| Returns for 5 years | 5.82 | 49.36 | 12% |
| Returns for 10 years | N/A | 43.95 | - |
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