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CIMDX vs JVMRX
CIMDX vs JVMRX Comparison
Open Charts CIMDX vs JVMRX
Clarkston Founders Institutional
Price$15.88
Change-$0.23 (-1.43%)
VolumeN/A
Net Assets792.59M
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
CIMDX vs JVMRX Comparison Chart
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CIMDX vs. JVMRX commentary
Jun 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. CIMDX (793M). JVMRX pays higher dividends than CIMDX: JVMRX (0.91) vs CIMDX (0.45). 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 : 9.03 vs. JVMRX (-1.60). JVMRX return over 5 years is better than : 54.49 vs. CIMDX (46.07).
| 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 | 0.940 | 3.749 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 793M | 21.7B | 4% |
| Annual Yield % from dividends | 0.45 | 0.91 | 50% |
| Returns for 1 year | 9.03 | -1.60 | -564% |
| Returns for 3 years | 14.22 | 18.46 | 77% |
| Returns for 5 years | 46.07 | 54.49 | 85% |
| Returns for 10 years | N/A | 39.38 | - |
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