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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Lone Peak Value Institutional
Price$23.83
Change+$1.79 (+8.12%)
VolumeN/A
Net Assets145.03M
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
CLIFX vs JVMAX Comparison Chart in %
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CLIFX vs. JVMAX commentary
Feb 04, 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 CLIFX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. CLIFX (145M). CLIFX pays higher dividends than JVMAX: CLIFX (1.22) vs JVMAX (0.52). CLIFX was incepted earlier than JVMAX: CLIFX (12 years) vs JVMAX (29 years). CLIFX (1.17) is less costly to investors than JVMAX (1.11). CLIFX is a more actively managed with annual turnover of: 71.51 vs. JVMAX (49.00). JVMAX has a lower initial minimum investment than CLIFX: JVMAX (1000) vs CLIFX (100000). CLIFX annual gain was more profitable for investors over the last year : 20.28 vs. JVMAX (4.15). CLIFX return over 5 years is better than : 40.16 vs. JVMAX (19.61).
| CLIFX | JVMAX | CLIFX / JVMAX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 1.17 | 1.11 | 105% |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | 4.609 | 5.161 | 89% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 24.7B | 1% |
| Annual Yield % from dividends | 1.22 | 0.52 | 233% |
| Returns for 1 year | 20.28 | 4.15 | 488% |
| Returns for 3 years | 29.86 | 9.50 | 314% |
| Returns for 5 years | 40.16 | 19.61 | 205% |
| Returns for 10 years | 177.61 | 70.92 | 250% |
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