CISMX
Price
$13.34
Change
-$0.07 (-0.52%)
Updated
Oct 7 closing price
Net Assets
901.09M
JVMTX
Price
$29.86
Change
-$0.19 (-0.63%)
Updated
Oct 7 closing price
Net Assets
24.26B
Interact to see
Advertisement

CISMX vs JVMTX

Header iconCISMX vs JVMTX Comparison
Open Charts CISMX vs JVMTXBanner chart's image
Clarkston Partners Institutional
Price$13.34
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets901.09M
JHancock Disciplined Value Mid Cap R4
Price$29.86
Change-$0.19 (-0.63%)
VolumeN/A
Net Assets24.26B
CISMX vs JVMTX Comparison Chart in %
View a ticker or compare two or three
VS
CISMX vs. JVMTX commentary
Oct 08, 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 JVMTX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. CISMX (901M). JVMTX pays higher dividends than CISMX: JVMTX (0.62) vs CISMX (0.50). 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 : -0.63 vs. CISMX (-5.67). JVMTX return over 5 years is better than : 48.88 vs. CISMX (4.79).
CISMXJVMTXCISMX / JVMTX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.031.1094%
Fund Existence10 years12 years-
Gain YTD-6.81011.669-58%
Front LoadN/AN/A-
Min. Initial Investment250000-
Min. Initial Investment IRAN/AN/A-
Net Assets901M24.3B4%
Annual Yield % from dividends0.500.6281%
Returns for 1 year-5.67-0.63895%
Returns for 3 years-7.9430.12-26%
Returns for 5 years4.7948.8810%
Returns for 10 years39.2153.5473%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CAAA20.580.02
+0.10%
First Trust AAA CMBS ETF
QIG45.44N/A
N/A
WisdomTree US Corporate Bond
URTH182.62-0.99
-0.54%
iShares MSCI World ETF
ERTH47.78-0.65
-1.35%
Invesco MSCI Sustainable Future ETF
TSLT26.89-2.68
-9.06%
T-REX 2X Long Tesla Daily Target ETF