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CISMX vs JVMIX
CISMX vs JVMIX Comparison
Open Charts CISMX vs JVMIX
Clarkston Partners Institutional
Price$12.61
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets974.84M
JHancock Disciplined Value Mid Cap I
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
CISMX vs JVMIX Comparison Chart
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CISMX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.4B vs. CISMX (975M). JVMIX pays higher dividends than CISMX: JVMIX (0.83) vs CISMX (0.49). 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 : -6.60 vs. JVMIX (-11.04). JVMIX return over 5 years is better than : 48.61 vs. CISMX (19.42).
| 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 | -12.578 | -8.497 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 975M | 19.4B | 5% |
| Annual Yield % from dividends | 0.49 | 0.83 | 60% |
| Returns for 1 year | -6.60 | -11.04 | 60% |
| Returns for 3 years | -22.71 | -7.77 | 292% |
| Returns for 5 years | 19.42 | 48.61 | 40% |
| Returns for 10 years | N/A | 23.10 | - |
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