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CIMDX vs JVMRX
CIMDX vs JVMRX Comparison
Open Charts CIMDX vs JVMRX
Clarkston Founders Institutional
Price$15.24
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets748.52M
JHancock Disciplined Value Mid Cap R6
Price$25.55
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets20.17B
CIMDX vs JVMRX Comparison Chart
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CIMDX vs. JVMRX commentary
Apr 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.2B vs. CIMDX (749M). JVMRX pays higher dividends than CIMDX: JVMRX (0.94) vs CIMDX (0.46). CIMDX was incepted earlier than JVMRX: CIMDX (8 years) vs JVMRX (14 years). CIMDX (0.99) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. CIMDX (17.00). CIMDX has a lower initial minimum investment than JVMRX: CIMDX (10000) vs JVMRX (1000000). CIMDX annual gain was more profitable for investors over the last year : -0.22 vs. JVMRX (-10.81). CIMDX (56.31) and JVMRX (54.49) have equivalent 5 years return.
| CIMDX | JVMRX | CIMDX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.75 | 127% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -4.950 | -6.422 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 20.2B | 4% |
| Annual Yield % from dividends | 0.46 | 0.94 | 49% |
| Returns for 1 year | -0.22 | -10.81 | 2% |
| Returns for 3 years | -2.43 | -4.15 | 59% |
| Returns for 5 years | 56.31 | 54.49 | 103% |
| Returns for 10 years | N/A | 26.37 | - |
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