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CISMX vs MVCAX
CISMX vs MVCAX Comparison
Open Charts CISMX vs MVCAX
Clarkston Partners Institutional
Price$13.07
Change+$0.21 (+1.63%)
VolumeN/A
Net Assets930.66M
CISMX vs MVCAX Comparison Chart in %
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CISMX vs. MVCAX commentary
Aug 06, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. CISMX (931M). MVCAX pays higher dividends than CISMX: MVCAX (0.86) 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 : -4.01 vs. CISMX (-7.00). MVCAX return over 5 years is better than : 47.00 vs. CISMX (3.01).
| 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 | -10.632 | 0.750 | -1,418% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 16.9B | 6% |
| Annual Yield % from dividends | 0.51 | 0.86 | 59% |
| Returns for 1 year | -7.00 | -4.01 | 175% |
| Returns for 3 years | -20.79 | 9.76 | -213% |
| Returns for 5 years | 3.01 | 47.00 | 6% |
| Returns for 10 years | N/A | 61.98 | - |
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