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CIMDX vs JVMAX
CIMDX vs JVMAX Comparison
Open Charts CIMDX vs JVMAX
Clarkston Founders Institutional
Price$15.24
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets748.52M
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
CIMDX vs JVMAX Comparison Chart
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CIMDX vs. JVMAX commentary
Apr 26, 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 CIMDX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.8B vs. CIMDX (749M). JVMAX pays higher dividends than CIMDX: JVMAX (0.61) vs CIMDX (0.46). CIMDX was incepted earlier than JVMAX: CIMDX (8 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than CIMDX (0.99). JVMAX is a more actively managed with annual turnover of: 47.00 vs. CIMDX (17.00). JVMAX has a lower initial minimum investment than CIMDX: JVMAX (1000) vs CIMDX (10000). CIMDX annual gain was more profitable for investors over the last year : -0.22 vs. JVMAX (-11.62). CIMDX return over 5 years is better than : 56.31 vs. JVMAX (50.79).
| CIMDX | JVMAX | CIMDX / JVMAX | |
| Total Expense Ratio | 0.95 | 1.12 | 85% |
| Annual Report Gross Expense Ratio | 0.99 | 1.13 | 88% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -4.950 | -6.491 | 76% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 19.8B | 4% |
| Annual Yield % from dividends | 0.46 | 0.61 | 74% |
| Returns for 1 year | -0.22 | -11.62 | 2% |
| Returns for 3 years | -2.43 | -5.75 | 42% |
| Returns for 5 years | 56.31 | 50.79 | 111% |
| Returns for 10 years | N/A | 20.78 | - |
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