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CISMX vs JVMAX
CISMX vs JVMAX Comparison
Open Charts CISMX vs JVMAX
Clarkston Partners Institutional
Price$12.96
Change+$0.19 (+1.49%)
VolumeN/A
Net Assets977.98M
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
CISMX vs JVMAX Comparison Chart
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CISMX vs. JVMAX commentary
May 09, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. CISMX (978M). JVMAX pays higher dividends than CISMX: JVMAX (0.63) vs CISMX (0.52). 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). CISMX annual gain was more profitable for investors over the last year : -5.61 vs. JVMAX (-8.80). JVMAX return over 5 years is better than : 49.78 vs. CISMX (14.85).
| 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 | -11.258 | -2.360 | 477% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 20.6B | 5% |
| Annual Yield % from dividends | 0.52 | 0.63 | 82% |
| Returns for 1 year | -5.61 | -8.80 | 64% |
| Returns for 3 years | -16.01 | 4.03 | -397% |
| Returns for 5 years | 14.85 | 49.78 | 30% |
| Returns for 10 years | N/A | 26.12 | - |
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