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CISMX vs JVMIX
CISMX vs JVMIX Comparison
Open Charts CISMX vs JVMIX
Clarkston Partners Institutional
Price$14.36
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets1.14B
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
CISMX vs JVMIX Comparison Chart
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CISMX vs. JVMIX commentary
Jan 19, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. CISMX (1.14B). JVMIX pays higher dividends than CISMX: JVMIX (0.84) vs CISMX (0.30). CISMX was incepted earlier than JVMIX: CISMX (9 years) vs JVMIX (28 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. CISMX (16.00). 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 : 5.70 vs. CISMX (4.45). JVMIX return over 5 years is better than : 26.40 vs. CISMX (9.22).
| CISMX | JVMIX | CISMX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -0.208 | 3.785 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 23.1B | 5% |
| Annual Yield % from dividends | 0.30 | 0.84 | 36% |
| Returns for 1 year | 4.45 | 5.70 | 78% |
| Returns for 3 years | -6.76 | 1.40 | -483% |
| Returns for 5 years | 9.22 | 26.40 | 35% |
| Returns for 10 years | N/A | 48.25 | - |
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