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CIMDX vs JVMRX
CIMDX vs JVMRX Comparison
Open Charts CIMDX vs JVMRX
Clarkston Founders Institutional
Price$15.73
Change-$0.41 (-2.54%)
VolumeN/A
Net Assets798.03M
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.79B
CIMDX vs JVMRX Comparison Chart
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CIMDX vs. JVMRX commentary
May 23, 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: 21.8B vs. CIMDX (798M). JVMRX pays higher dividends than CIMDX: JVMRX (0.96) vs CIMDX (0.47). 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 : 7.07 vs. JVMRX (-4.12). JVMRX return over 5 years is better than : 62.66 vs. CIMDX (58.46).
| 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 | 1.128 | 3.526 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 21.8B | 4% |
| Annual Yield % from dividends | 0.47 | 0.96 | 49% |
| Returns for 1 year | 7.07 | -4.12 | -172% |
| Returns for 3 years | 10.43 | 13.26 | 79% |
| Returns for 5 years | 58.46 | 62.66 | 93% |
| Returns for 10 years | N/A | 37.64 | - |
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