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CISMX vs MVCAX
CISMX vs MVCAX Comparison
Open Charts CISMX vs MVCAX
Clarkston Partners Institutional
Price$13.11
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets961.6M
CISMX vs MVCAX Comparison Chart
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CISMX vs. MVCAX commentary
Jun 07, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. CISMX (962M). MVCAX pays higher dividends than CISMX: MVCAX (0.89) vs CISMX (0.51). CISMX was incepted earlier than MVCAX: CISMX (10 years) vs MVCAX (24 years). CISMX (1.03) and MVCAX (1.00) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 27.00 vs. CISMX (22.00). MVCAX has a lower initial minimum investment than CISMX: MVCAX (1000) vs CISMX (25000). MVCAX annual gain was more profitable for investors over the last year : -5.05 vs. CISMX (-6.06). MVCAX return over 5 years is better than : 40.08 vs. CISMX (2.68).
| CISMX | MVCAX | CISMX / MVCAX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.03 | 1.00 | 103% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -9.659 | -2.151 | 449% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 16.7B | 6% |
| Annual Yield % from dividends | 0.51 | 0.89 | 57% |
| Returns for 1 year | -6.06 | -5.05 | 120% |
| Returns for 3 years | -18.85 | 0.85 | -2,210% |
| Returns for 5 years | 2.68 | 40.08 | 7% |
| Returns for 10 years | N/A | 55.19 | - |
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