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CISMX vs JVMSX
CISMX vs JVMSX Comparison
Open Charts CISMX vs JVMSX
Clarkston Partners Institutional
Price$13.45
Change-$0.16 (-1.18%)
VolumeN/A
Net Assets931.34M
JHancock Disciplined Value Mid Cap R2
Price$29.99
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets24.44B
CISMX vs JVMSX Comparison Chart in %
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CISMX vs. JVMSX commentary
Sep 16, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. CISMX (931M). CISMX pays higher dividends than JVMSX: CISMX (0.48) vs JVMSX (0.40). CISMX was incepted earlier than JVMSX: CISMX (10 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than CISMX (1.03). JVMSX is a more actively managed with annual turnover of: 49.00 vs. CISMX (22.00). JVMSX has a lower initial minimum investment than CISMX: JVMSX (0) vs CISMX (25000). JVMSX annual gain was more profitable for investors over the last year : 1.87 vs. CISMX (-2.84). JVMSX return over 5 years is better than : 51.92 vs. CISMX (7.75).
| CISMX | JVMSX | CISMX / JVMSX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.03 | 1.25 | 82% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -5.420 | 12.272 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 24.4B | 4% |
| Annual Yield % from dividends | 0.48 | 0.40 | 121% |
| Returns for 1 year | -2.84 | 1.87 | -152% |
| Returns for 3 years | -10.89 | 25.03 | -44% |
| Returns for 5 years | 7.75 | 51.92 | 15% |
| Returns for 10 years | 45.01 | 56.63 | 79% |
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