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CIMDX vs JVMAX
CIMDX vs JVMAX Comparison
Open Charts CIMDX vs JVMAX
Clarkston Founders Institutional
Price$16.42
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets762.11M
JHancock Disciplined Value Mid Cap A
Price$27.32
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
CIMDX vs JVMAX Comparison Chart in %
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CIMDX vs. JVMAX commentary
Nov 20, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.5B vs. CIMDX (762M). JVMAX pays higher dividends than CIMDX: JVMAX (0.56) vs CIMDX (0.43). CIMDX was incepted earlier than JVMAX: CIMDX (9 years) vs JVMAX (28 years). JVMAX (1.11) is less costly to investors than CIMDX (0.99). JVMAX is a more actively managed with annual turnover of: 49.00 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 : 2.49 vs. JVMAX (-7.23). JVMAX return over 5 years is better than : 30.06 vs. CIMDX (22.75).
| CIMDX | JVMAX | CIMDX / JVMAX | |
| Total Expense Ratio | 0.95 | 1.10 | 86% |
| Annual Report Gross Expense Ratio | 0.99 | 1.11 | 89% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 3.070 | 7.592 | 40% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 762M | 23.5B | 3% |
| Annual Yield % from dividends | 0.43 | 0.56 | 78% |
| Returns for 1 year | 2.49 | -7.23 | -34% |
| Returns for 3 years | 12.55 | 11.06 | 114% |
| Returns for 5 years | 22.75 | 30.06 | 76% |
| Returns for 10 years | N/A | 39.59 | - |