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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$20.18
Change-$0.23 (-1.13%)
VolumeN/A
Net Assets122.53M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.73B
CLIFX vs JVMAX Comparison Chart
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CLIFX vs. JVMAX commentary
Jun 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. CLIFX (123M). CLIFX pays higher dividends than JVMAX: CLIFX (1.55) vs JVMAX (0.60). CLIFX was incepted earlier than JVMAX: CLIFX (11 years) vs JVMAX (28 years). CLIFX (1.17) and JVMAX (1.13) have similar cost to investors . CLIFX (47.10) and JVMAX (47.00) 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 : 16.54 vs. JVMAX (-3.68). CLIFX return over 5 years is better than : 66.99 vs. JVMAX (48.97).
| CLIFX | JVMAX | CLIFX / JVMAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 1.17 | 1.13 | 104% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 4.452 | 2.360 | 189% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 21.7B | 1% |
| Annual Yield % from dividends | 1.55 | 0.60 | 260% |
| Returns for 1 year | 16.54 | -3.68 | -449% |
| Returns for 3 years | 22.21 | 15.06 | 147% |
| Returns for 5 years | 66.99 | 48.97 | 137% |
| Returns for 10 years | 99.04 | 31.57 | 314% |
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