Interact to see
Advertisement
Advertisement
CISMX vs MVCAX
CISMX vs MVCAX Comparison
Open Charts CISMX vs MVCAX
Clarkston Partners Institutional
Price$13.59
Change+$0.12 (+0.89%)
VolumeN/A
Net Assets970.73M
CISMX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CISMX vs. MVCAX 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. CISMX (971M). MVCAX pays higher dividends than CISMX: MVCAX (0.87) vs CISMX (0.51). CISMX was incepted earlier than MVCAX: CISMX (10 years) vs MVCAX (24 years). CISMX (1.03) and MVCAX (1.00) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 27.00 vs. CISMX (22.00). MVCAX has a lower initial minimum investment than CISMX: MVCAX (1000) vs CISMX (25000). CISMX annual gain was more profitable for investors over the last year : -1.15 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. CISMX (13.00).
| CISMX | MVCAX | CISMX / MVCAX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.03 | 1.00 | 103% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -5.559 | 3.814 | -146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 17.3B | 6% |
| Annual Yield % from dividends | 0.51 | 0.87 | 59% |
| Returns for 1 year | -1.15 | -1.70 | 68% |
| Returns for 3 years | -13.36 | 16.54 | -81% |
| Returns for 5 years | 13.00 | 54.59 | 24% |
| Returns for 10 years | N/A | 67.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement