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CIMDX vs JVMCX
CIMDX vs JVMCX Comparison
Open Charts CIMDX vs JVMCX
Clarkston Founders Institutional
Price$16.36
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets803.73M
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
CIMDX vs JVMCX Comparison Chart in %
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CIMDX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. CIMDX (804M). CIMDX pays higher dividends than JVMCX: CIMDX (0.45) vs JVMCX (0.00). CIMDX was incepted earlier than JVMCX: CIMDX (8 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than CIMDX (0.99). JVMCX is a more actively managed with annual turnover of: 49.00 vs. CIMDX (17.00). JVMCX has a lower initial minimum investment than CIMDX: JVMCX (1000) vs CIMDX (10000). CIMDX annual gain was more profitable for investors over the last year : 8.67 vs. JVMCX (1.79). JVMCX return over 5 years is better than : 55.49 vs. CIMDX (48.60).
| CIMDX | JVMCX | CIMDX / JVMCX | |
| Total Expense Ratio | 0.95 | 1.87 | 51% |
| Annual Report Gross Expense Ratio | 0.99 | 1.88 | 53% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 2.506 | 7.905 | 32% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 8.67 | 1.79 | 485% |
| Returns for 3 years | 12.09 | 20.12 | 60% |
| Returns for 5 years | 48.60 | 55.49 | 88% |
| Returns for 10 years | N/A | 35.64 | - |
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