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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$23.10
Change+$0.12 (+0.52%)
VolumeN/A
Net Assets139.03M
JHancock Disciplined Value Mid Cap A
Price$28.55
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets24.51B
CLIFX vs JVMAX Comparison Chart in %
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CLIFX vs. JVMAX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.5B vs. CLIFX (139M). CLIFX pays higher dividends than JVMAX: CLIFX (1.35) vs JVMAX (0.55). 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). 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 : 12.20 vs. JVMAX (-6.68). CLIFX return over 5 years is better than : 47.19 vs. JVMAX (30.76).
| 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 | 17.912 | 11.762 | 152% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 24.5B | 1% |
| Annual Yield % from dividends | 1.35 | 0.55 | 248% |
| Returns for 1 year | 12.20 | -6.68 | -183% |
| Returns for 3 years | 23.98 | 12.74 | 188% |
| Returns for 5 years | 47.19 | 30.76 | 153% |
| Returns for 10 years | 138.18 | 44.43 | 311% |
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