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CISMX vs JVMSX
CISMX vs JVMSX Comparison
Open Charts CISMX vs JVMSX
Clarkston Partners Institutional
Price$13.92
Change+$0.34 (+2.50%)
VolumeN/A
Net Assets969.33M
JHancock Disciplined Value Mid Cap R2
Price$29.81
Change+$0.67 (+2.30%)
VolumeN/A
Net Assets24.15B
CISMX vs JVMSX Comparison Chart in %
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CISMX vs. JVMSX commentary
Aug 26, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. CISMX (969M). CISMX pays higher dividends than JVMSX: CISMX (0.51) vs JVMSX (0.41). CISMX was incepted earlier than JVMSX: CISMX (10 years) vs JVMSX (13 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 : 1.40 vs. CISMX (-0.62). JVMSX return over 5 years is better than : 55.10 vs. CISMX (12.20).
| 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 | 13 years | - |
| Gain YTD | -3.266 | 11.190 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 24.2B | 4% |
| Annual Yield % from dividends | 0.51 | 0.41 | 124% |
| Returns for 1 year | -0.62 | 1.40 | -45% |
| Returns for 3 years | -13.80 | 17.63 | -78% |
| Returns for 5 years | 12.20 | 55.10 | 22% |
| Returns for 10 years | N/A | 62.04 | - |
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