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CISMX vs MVCAX
CISMX vs MVCAX Comparison
Open Charts CISMX vs MVCAX
Clarkston Partners Institutional
Price$12.96
Change+$0.19 (+1.49%)
VolumeN/A
Net Assets977.98M
CISMX vs MVCAX Comparison Chart
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CISMX vs. MVCAX commentary
May 09, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. CISMX (978M). MVCAX pays higher dividends than CISMX: MVCAX (0.93) vs CISMX (0.52). 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). CISMX annual gain was more profitable for investors over the last year : -5.61 vs. MVCAX (-8.27). MVCAX return over 5 years is better than : 56.76 vs. CISMX (14.85).
| 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 | -11.258 | -5.150 | 219% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 16.3B | 6% |
| Annual Yield % from dividends | 0.52 | 0.93 | 56% |
| Returns for 1 year | -5.61 | -8.27 | 68% |
| Returns for 3 years | -16.01 | 4.61 | -348% |
| Returns for 5 years | 14.85 | 56.76 | 26% |
| Returns for 10 years | N/A | 49.35 | - |
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