CISMX
Price
$13.61
Change
-$0.18 (-1.31%)
Updated
Sep 12 closing price
Net Assets
924.7M
JVMTX
Price
$30.27
Change
-$0.26 (-0.85%)
Updated
Sep 12 closing price
Net Assets
24.23B
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CISMX vs JVMTX

Header iconCISMX vs JVMTX Comparison
Open Charts CISMX vs JVMTXBanner chart's image
Clarkston Partners Institutional
Price$13.61
Change-$0.18 (-1.31%)
VolumeN/A
Net Assets924.7M
JHancock Disciplined Value Mid Cap R4
Price$30.27
Change-$0.26 (-0.85%)
VolumeN/A
Net Assets24.23B
CISMX vs JVMTX Comparison Chart in %
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CISMX vs. JVMTX 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 JVMTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. CISMX (925M). JVMTX pays higher dividends than CISMX: JVMTX (0.62) vs CISMX (0.48). CISMX was incepted earlier than JVMTX: CISMX (10 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than CISMX (1.03). JVMTX is a more actively managed with annual turnover of: 49.00 vs. CISMX (22.00). 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 : 3.35 vs. CISMX (-1.58). JVMTX return over 5 years is better than : 57.48 vs. CISMX (10.48).
CISMXJVMTXCISMX / JVMTX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.031.1094%
Fund Existence10 years12 years-
Gain YTD-5.42012.486-43%
Front LoadN/AN/A-
Min. Initial Investment250000-
Min. Initial Investment IRAN/AN/A-
Net Assets925M24.2B4%
Annual Yield % from dividends0.480.6278%
Returns for 1 year-1.583.35-47%
Returns for 3 years-13.1323.09-57%
Returns for 5 years10.4857.4818%
Returns for 10 years43.1357.3875%
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