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CIMDX vs JVMRX
CIMDX vs JVMRX Comparison
Open Charts CIMDX vs JVMRX
Clarkston Founders Institutional
Price$16.73
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets779.43M
JHancock Disciplined Value Mid Cap R6
Price$30.35
Change-$0.26 (-0.85%)
VolumeN/A
Net Assets24.23B
CIMDX vs JVMRX Comparison Chart in %
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CIMDX vs. JVMRX commentary
Sep 14, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. CIMDX (779M). JVMRX pays higher dividends than CIMDX: JVMRX (0.84) vs CIMDX (0.43). 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 : 8.24 vs. JVMRX (4.52). JVMRX return over 5 years is better than : 60.13 vs. CIMDX (39.39).
| 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 | 5.138 | 13.623 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 779M | 24.2B | 3% |
| Annual Yield % from dividends | 0.43 | 0.84 | 51% |
| Returns for 1 year | 8.24 | 4.52 | 182% |
| Returns for 3 years | 12.25 | 24.81 | 49% |
| Returns for 5 years | 39.39 | 60.13 | 66% |
| Returns for 10 years | N/A | 61.12 | - |