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CIMDX vs JVMAX
CIMDX vs JVMAX Comparison
Open Charts CIMDX vs JVMAX
Clarkston Founders Institutional
Price$16.36
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets803.73M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
CIMDX vs JVMAX Comparison Chart in %
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CIMDX vs. JVMAX commentary
Jul 05, 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: 22.6B vs. CIMDX (804M). JVMAX pays higher dividends than CIMDX: JVMAX (0.58) vs CIMDX (0.45). 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: 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 : 8.67 vs. JVMAX (2.59). JVMAX return over 5 years is better than : 59.32 vs. CIMDX (48.60).
| 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 | 2.506 | 8.301 | 30% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 22.6B | 4% |
| Annual Yield % from dividends | 0.45 | 0.58 | 78% |
| Returns for 1 year | 8.67 | 2.59 | 335% |
| Returns for 3 years | 12.09 | 22.00 | 55% |
| Returns for 5 years | 48.60 | 59.32 | 82% |
| Returns for 10 years | N/A | 42.63 | - |
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