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CIMDX vs JVMRX
CIMDX vs JVMRX Comparison
Open Charts CIMDX vs JVMRX
Clarkston Founders Institutional
Price$16.79
Change+$0.39 (+2.38%)
VolumeN/A
Net Assets806.34M
JHancock Disciplined Value Mid Cap R6
Price$30.05
Change+$0.68 (+2.32%)
VolumeN/A
Net Assets24.15B
CIMDX vs JVMRX Comparison Chart in %
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CIMDX vs. JVMRX commentary
Aug 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. CIMDX (806M). JVMRX pays higher dividends than CIMDX: JVMRX (0.86) vs CIMDX (0.45). CIMDX was incepted earlier than JVMRX: CIMDX (9 years) vs JVMRX (14 years). CIMDX (0.99) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 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 : 7.27 vs. JVMRX (1.99). JVMRX return over 5 years is better than : 57.76 vs. CIMDX (40.96).
| CIMDX | JVMRX | CIMDX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.74 | 128% |
| Annual Report Gross Expense Ratio | 0.99 | 0.75 | 132% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 5.201 | 11.544 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 24.2B | 3% |
| Annual Yield % from dividends | 0.45 | 0.86 | 52% |
| Returns for 1 year | 7.27 | 1.99 | 366% |
| Returns for 3 years | 9.79 | 18.91 | 52% |
| Returns for 5 years | 40.96 | 57.76 | 71% |
| Returns for 10 years | N/A | 67.30 | - |
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