CLFFX
Price
$23.63
Change
+$1.81 (+8.30%)
Updated
Feb 3 closing price
Net Assets
145.03M
JVMTX
Price
$28.85
Change
-$0.78 (-2.63%)
Updated
Feb 3 closing price
Net Assets
24.66B
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CLFFX vs JVMTX

Header iconCLFFX vs JVMTX Comparison
Open Charts CLFFX vs JVMTXBanner chart's image
Lone Peak Value Investor
Price$23.63
Change+$1.81 (+8.30%)
VolumeN/A
Net Assets145.03M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
CLFFX vs JVMTX Comparison Chart in %
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CLFFX vs. JVMTX commentary
Feb 05, 2026

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 CLFFX is a Buy and JVMTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. CLFFX (145M). CLFFX pays higher dividends than JVMTX: CLFFX (1.00) vs JVMTX (0.60). CLFFX was incepted earlier than JVMTX: CLFFX (12 years) vs JVMTX (13 years). CLFFX (1.35) is less costly to investors than JVMTX (1.10). CLFFX is a more actively managed with annual turnover of: 71.51 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than CLFFX: JVMTX (0) vs CLFFX (2500). CLFFX annual gain was more profitable for investors over the last year : 20.08 vs. JVMTX (4.79). CLFFX return over 5 years is better than : 38.40 vs. JVMTX (22.28).
CLFFXJVMTXCLFFX / JVMTX
Total Expense Ratio1.150.99116%
Annual Report Gross Expense Ratio1.351.10123%
Fund Existence12 years13 years-
Gain YTD4.5585.17788%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets145M24.7B1%
Annual Yield % from dividends1.000.60168%
Returns for 1 year20.084.79419%
Returns for 3 years28.8111.22257%
Returns for 5 years38.4022.28172%
Returns for 10 years171.1976.80223%
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