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CISMX vs JVMAX
CISMX vs JVMAX Comparison
Open Charts CISMX vs JVMAX
Clarkston Partners Institutional
Price$12.61
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets974.84M
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
CISMX vs JVMAX Comparison Chart
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CISMX vs. JVMAX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. CISMX (975M). JVMAX pays higher dividends than CISMX: JVMAX (0.61) vs CISMX (0.49). 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 : -6.60 vs. JVMAX (-11.80). JVMAX return over 5 years is better than : 45.43 vs. CISMX (19.42).
| 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 | -12.578 | -8.576 | 147% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 975M | 19.4B | 5% |
| Annual Yield % from dividends | 0.49 | 0.61 | 81% |
| Returns for 1 year | -6.60 | -11.80 | 56% |
| Returns for 3 years | -22.71 | -9.16 | 248% |
| Returns for 5 years | 19.42 | 45.43 | 43% |
| Returns for 10 years | N/A | 18.32 | - |
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