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CISMX vs JVMSX
CISMX vs JVMSX Comparison
Open Charts CISMX vs JVMSX
Clarkston Partners Institutional
Price$13.61
Change-$0.18 (-1.31%)
VolumeN/A
Net Assets924.7M
JHancock Disciplined Value Mid Cap R2
Price$30.10
Change-$0.26 (-0.86%)
VolumeN/A
Net Assets24.23B
CISMX vs JVMSX Comparison Chart in %
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CISMX vs. JVMSX commentary
Sep 15, 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: 24.2B vs. CISMX (925M). 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 : 3.08 vs. CISMX (-1.58). JVMSX return over 5 years is better than : 56.05 vs. CISMX (10.48).
| 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 | 925M | 24.2B | 4% |
| Annual Yield % from dividends | 0.48 | 0.40 | 121% |
| Returns for 1 year | -1.58 | 3.08 | -51% |
| Returns for 3 years | -13.13 | 22.41 | -59% |
| Returns for 5 years | 10.48 | 56.05 | 19% |
| Returns for 10 years | 43.13 | 54.74 | 79% |
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