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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$21.96
Change+$0.18 (+0.83%)
VolumeN/A
Net Assets131.06M
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.85B
CLIFX vs JVMAX Comparison Chart in %
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CLIFX vs. JVMAX commentary
Oct 19, 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: 23.9B vs. CLIFX (131M). CLIFX pays higher dividends than JVMAX: CLIFX (1.39) vs JVMAX (0.55). 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 : 12.10 vs. JVMAX (-5.69). CLIFX return over 5 years is better than : 57.04 vs. JVMAX (44.35).
| 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 | 12.385 | 9.520 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 23.9B | 1% |
| Annual Yield % from dividends | 1.39 | 0.55 | 253% |
| Returns for 1 year | 12.10 | -5.69 | -213% |
| Returns for 3 years | 30.29 | 23.48 | 129% |
| Returns for 5 years | 57.04 | 44.35 | 129% |
| Returns for 10 years | 130.37 | 45.62 | 286% |
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