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CIMDX vs JVMAX
CIMDX vs JVMAX Comparison
Open Charts CIMDX vs JVMAX
Clarkston Founders Institutional
Price$16.95
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets819.88M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets22.92B
CIMDX vs JVMAX Comparison Chart in %
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CIMDX vs. JVMAX commentary
Jul 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: 22.9B vs. CIMDX (820M). 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 : 9.92 vs. JVMAX (-0.29). JVMAX return over 5 years is better than : 53.69 vs. CIMDX (46.72).
| 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 | 5.263 | 8.458 | 62% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 820M | 22.9B | 4% |
| Annual Yield % from dividends | 0.45 | 0.58 | 78% |
| Returns for 1 year | 9.92 | -0.29 | -3,383% |
| Returns for 3 years | 11.87 | 18.90 | 63% |
| Returns for 5 years | 46.72 | 53.69 | 87% |
| Returns for 10 years | N/A | 43.55 | - |
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