Interact to see
Advertisement
Advertisement
CISMX vs JVMSX
CISMX vs JVMSX Comparison
Open Charts CISMX vs JVMSX
Clarkston Partners Institutional
Price$13.31
Change+$0.15 (+1.14%)
VolumeN/A
Net Assets959.93M
JHancock Disciplined Value Mid Cap R2
Price$28.86
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets22.44B
CISMX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CISMX vs. JVMSX commentary
Jul 09, 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: 22.4B vs. CISMX (960M). CISMX pays higher dividends than JVMSX: CISMX (0.51) vs JVMSX (0.42). CISMX was incepted earlier than JVMSX: CISMX (10 years) vs JVMSX (13 years). JVMSX (1.26) 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 : 2.55 vs. CISMX (-1.64). JVMSX return over 5 years is better than : 64.61 vs. CISMX (16.62).
| CISMX | JVMSX | CISMX / JVMSX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.03 | 1.26 | 82% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | -8.548 | 7.385 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 960M | 22.4B | 4% |
| Annual Yield % from dividends | 0.51 | 0.42 | 123% |
| Returns for 1 year | -1.64 | 2.55 | -65% |
| Returns for 3 years | -12.83 | 21.54 | -60% |
| Returns for 5 years | 16.62 | 64.61 | 26% |
| Returns for 10 years | N/A | 43.04 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers