CLIFX
Price
$21.40
Change
+$0.13 (+0.61%)
Updated
Jul 3 closing price
Net Assets
127.4M
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
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CLIFX vs JVMAX

Header iconCLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAXBanner chart's image
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.

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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).
CLIFXJVMAXCLIFX / JVMAX
Total Expense Ratio0.901.1280%
Annual Report Gross Expense Ratio1.171.13104%
Fund Existence11 years28 years-
Gain YTD9.5198.301115%
Front LoadN/A5%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets127M22.6B1%
Annual Yield % from dividends1.500.58260%
Returns for 1 year22.402.59866%
Returns for 3 years27.0422.00123%
Returns for 5 years76.3059.32129%
Returns for 10 years112.9042.63265%
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