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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$22.74
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets135.71M
JHancock Disciplined Value Mid Cap A
Price$28.22
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets24.16B
CLIFX vs JVMAX Comparison Chart in %
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CLIFX vs. JVMAX commentary
Nov 14, 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 CLIFX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.2B vs. CLIFX (136M). CLIFX pays higher dividends than JVMAX: CLIFX (1.41) vs JVMAX (0.56). CLIFX was incepted earlier than JVMAX: CLIFX (12 years) vs JVMAX (28 years). CLIFX (1.17) is less costly to investors than JVMAX (1.11). JVMAX (49.00) and CLIFX (47.10) have comparable annual turnover. 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 : 14.35 vs. JVMAX (-6.23). CLIFX return over 5 years is better than : 54.71 vs. JVMAX (35.27).
| 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 | 28 years | - |
| Gain YTD | 16.377 | 11.015 | 149% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 24.2B | 1% |
| Annual Yield % from dividends | 1.41 | 0.56 | 253% |
| Returns for 1 year | 14.35 | -6.23 | -230% |
| Returns for 3 years | 25.81 | 13.59 | 190% |
| Returns for 5 years | 54.71 | 35.27 | 155% |
| Returns for 10 years | 144.19 | 48.36 | 298% |
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