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CIMDX vs MVCAX
CIMDX vs MVCAX Comparison
Open Charts CIMDX vs MVCAX
Clarkston Founders Institutional
Price$15.73
Change-$0.41 (-2.54%)
VolumeN/A
Net Assets798.03M
CIMDX vs MVCAX Comparison Chart
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CIMDX vs. MVCAX 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. CIMDX (798M). MVCAX pays higher dividends than CIMDX: MVCAX (0.93) vs CIMDX (0.47). CIMDX was incepted earlier than MVCAX: CIMDX (8 years) vs MVCAX (24 years). MVCAX (1.00) and CIMDX (0.99) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 27.00 vs. CIMDX (17.00). MVCAX has a lower initial minimum investment than CIMDX: MVCAX (1000) vs CIMDX (10000). CIMDX annual gain was more profitable for investors over the last year : 7.07 vs. MVCAX (-7.69). MVCAX (59.35) and CIMDX (58.46) have equivalent 5 years return.
| CIMDX | MVCAX | CIMDX / MVCAX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 0.99 | 1.00 | 99% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 1.128 | -2.934 | -38% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 17B | 5% |
| Annual Yield % from dividends | 0.47 | 0.93 | 50% |
| Returns for 1 year | 7.07 | -7.69 | -92% |
| Returns for 3 years | 10.43 | 7.58 | 138% |
| Returns for 5 years | 58.46 | 59.35 | 98% |
| Returns for 10 years | N/A | 51.03 | - |
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