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CISMX vs JVMIX
CISMX vs JVMIX Comparison
Open Charts CISMX vs JVMIX
Clarkston Partners Institutional
Price$13.11
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets961.6M
JHancock Disciplined Value Mid Cap I
Price$27.85
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
CISMX vs JVMIX Comparison Chart
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CISMX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. CISMX (962M). JVMIX pays higher dividends than CISMX: JVMIX (0.80) vs CISMX (0.51). 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). JVMIX annual gain was more profitable for investors over the last year : -3.11 vs. CISMX (-6.06). JVMIX return over 5 years is better than : 39.58 vs. CISMX (2.68).
| 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 | -9.659 | 2.301 | -420% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 21.5B | 4% |
| Annual Yield % from dividends | 0.51 | 0.80 | 63% |
| Returns for 1 year | -6.06 | -3.11 | 195% |
| Returns for 3 years | -18.85 | 4.57 | -413% |
| Returns for 5 years | 2.68 | 39.58 | 7% |
| Returns for 10 years | N/A | 37.69 | - |
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