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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$21.40
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets127.4M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
CLIFX vs JVMAX Comparison Chart in %
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CLIFX vs. JVMAX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. CLIFX (127M). CLIFX pays higher dividends than JVMAX: CLIFX (1.50) vs JVMAX (0.58). 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 : 22.40 vs. JVMAX (2.59). CLIFX return over 5 years is better than : 76.30 vs. JVMAX (59.32).
| 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 | 9.519 | 8.301 | 115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 22.6B | 1% |
| Annual Yield % from dividends | 1.50 | 0.58 | 260% |
| Returns for 1 year | 22.40 | 2.59 | 866% |
| Returns for 3 years | 27.04 | 22.00 | 123% |
| Returns for 5 years | 76.30 | 59.32 | 129% |
| Returns for 10 years | 112.90 | 42.63 | 265% |
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