Interact to see
Advertisement
Advertisement
CIMDX vs JVMRX
CIMDX vs JVMRX Comparison
Open Charts CIMDX vs JVMRX
Clarkston Founders Institutional
Price$16.96
Change+$0.17 (+1.01%)
VolumeN/A
Net Assets798.95M
JHancock Disciplined Value Mid Cap R6
Price$30.27
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets24.36B
CIMDX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIMDX vs. JVMRX commentary
Oct 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. CIMDX (799M). 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 : 6.59 vs. JVMRX (0.14). JVMRX return over 5 years is better than : 57.63 vs. CIMDX (37.24).
| 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 | 12.361 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 24.4B | 3% |
| Annual Yield % from dividends | 0.43 | 0.84 | 52% |
| Returns for 1 year | 6.59 | 0.14 | 4,681% |
| Returns for 3 years | 18.87 | 27.08 | 70% |
| Returns for 5 years | 37.24 | 57.63 | 65% |
| Returns for 10 years | N/A | 59.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement