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CISMX vs JVMIX
CISMX vs JVMIX Comparison
Open Charts CISMX vs JVMIX
Clarkston Partners Institutional
Price$12.96
Change+$0.19 (+1.49%)
VolumeN/A
Net Assets977.98M
JHancock Disciplined Value Mid Cap I
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
CISMX vs JVMIX Comparison Chart
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CISMX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.6B vs. CISMX (978M). JVMIX pays higher dividends than CISMX: JVMIX (0.85) vs CISMX (0.52). CISMX was incepted earlier than JVMIX: CISMX (10 years) vs JVMIX (28 years). CISMX (1.03) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. CISMX (22.00). CISMX has a lower initial minimum investment than JVMIX: CISMX (25000) vs JVMIX (250000). CISMX annual gain was more profitable for investors over the last year : -5.61 vs. JVMIX (-8.01). JVMIX return over 5 years is better than : 53.05 vs. CISMX (14.85).
| CISMX | JVMIX | CISMX / JVMIX | |
| Total Expense Ratio | 1.00 | 0.87 | 115% |
| Annual Report Gross Expense Ratio | 1.03 | 0.88 | 117% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -11.258 | -2.263 | 497% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 20.6B | 5% |
| Annual Yield % from dividends | 0.52 | 0.85 | 61% |
| Returns for 1 year | -5.61 | -8.01 | 70% |
| Returns for 3 years | -16.01 | 5.61 | -285% |
| Returns for 5 years | 14.85 | 53.05 | 28% |
| Returns for 10 years | N/A | 31.23 | - |
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