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CISMX vs JVMAX
CISMX vs JVMAX Comparison
Open Charts CISMX vs JVMAX
Clarkston Partners Institutional
Price$13.11
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets961.6M
JHancock Disciplined Value Mid Cap A
Price$26.24
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets21.45B
CISMX vs JVMAX Comparison Chart
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CISMX vs. JVMAX commentary
Jun 07, 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 CISMX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. CISMX (962M). JVMAX pays higher dividends than CISMX: JVMAX (0.60) vs CISMX (0.51). CISMX was incepted earlier than JVMAX: CISMX (10 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than CISMX (1.03). JVMAX is a more actively managed with annual turnover of: 47.00 vs. CISMX (22.00). JVMAX has a lower initial minimum investment than CISMX: JVMAX (1000) vs CISMX (25000). JVMAX annual gain was more profitable for investors over the last year : -3.90 vs. CISMX (-6.06). JVMAX return over 5 years is better than : 36.66 vs. CISMX (2.68).
| CISMX | JVMAX | CISMX / JVMAX | |
| Total Expense Ratio | 1.00 | 1.12 | 89% |
| Annual Report Gross Expense Ratio | 1.03 | 1.13 | 91% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -9.659 | 2.203 | -438% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 21.5B | 4% |
| Annual Yield % from dividends | 0.51 | 0.60 | 86% |
| Returns for 1 year | -6.06 | -3.90 | 155% |
| Returns for 3 years | -18.85 | 3.02 | -625% |
| Returns for 5 years | 2.68 | 36.66 | 7% |
| Returns for 10 years | N/A | 32.40 | - |
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