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CISMX vs JVMTX
CISMX vs JVMTX Comparison
Open Charts CISMX vs JVMTX
Clarkston Partners Institutional
Price$14.72
Change+$0.08 (+0.55%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.28
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
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CISMX vs JVMTX Comparison Chart
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CISMX vs. JVMTX commentary
Oct 18, 2024
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. CISMX (1.19B). JVMTX pays higher dividends than CISMX: JVMTX (0.73) vs CISMX (0.30). CISMX was incepted earlier than JVMTX: CISMX (9 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. CISMX (16.00). JVMTX has a lower initial minimum investment than CISMX: JVMTX (0) vs CISMX (25000). JVMTX annual gain was more profitable for investors over the last year : 22.10 vs. CISMX (12.37). JVMTX return over 5 years is better than : 50.01 vs. CISMX (19.01).
| CISMX | JVMTX | CISMX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 5.248 | 14.265 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 23.9B | 5% |
| Annual Yield % from dividends | 0.30 | 0.73 | 41% |
| Returns for 1 year | 12.37 | 22.10 | 56% |
| Returns for 3 years | -6.83 | 9.74 | -70% |
| Returns for 5 years | 19.01 | 50.01 | 38% |
| Returns for 10 years | N/A | 77.06 | - |
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