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CIMDX vs JVMAX
CIMDX vs JVMAX Comparison
Open Charts CIMDX vs JVMAX
Clarkston Founders Institutional
Price$16.05
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets773.42M
JHancock Disciplined Value Mid Cap A
Price$26.65
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets23.35B
CIMDX vs JVMAX Comparison Chart
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CIMDX vs. JVMAX commentary
Jan 24, 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: 23.4B vs. CIMDX (773M). JVMAX pays higher dividends than CIMDX: JVMAX (0.67) vs CIMDX (0.58). CIMDX was incepted earlier than JVMAX: CIMDX (8 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. CIMDX (13.00). 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 : 6.21 vs. JVMAX (4.21). CIMDX return over 5 years is better than : 34.66 vs. JVMAX (26.66).
| CIMDX | JVMAX | CIMDX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 0.251 | 4.681 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 23.4B | 3% |
| Annual Yield % from dividends | 0.58 | 0.67 | 87% |
| Returns for 1 year | 6.21 | 4.21 | 147% |
| Returns for 3 years | 8.89 | 5.39 | 165% |
| Returns for 5 years | 34.66 | 26.66 | 130% |
| Returns for 10 years | N/A | 41.84 | - |
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