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CLIFX vs JVMCX
CLIFX vs JVMCX Comparison
Open Charts CLIFX vs JVMCX
Clifford Capital Partners Institutional
Price$20.18
Change-$0.23 (-1.13%)
VolumeN/A
Net Assets122.53M
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.73B
CLIFX vs JVMCX Comparison Chart
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CLIFX vs. JVMCX 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.7B vs. CLIFX (123M). CLIFX pays higher dividends than JVMCX: CLIFX (1.55) vs JVMCX (0.00). CLIFX was incepted earlier than JVMCX: CLIFX (11 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than CLIFX (1.17). CLIFX (47.10) and JVMCX (47.00) have comparable annual turnover. JVMCX has a lower initial minimum investment than CLIFX: JVMCX (1000) vs CLIFX (100000). CLIFX annual gain was more profitable for investors over the last year : 16.54 vs. JVMCX (-4.05). CLIFX return over 5 years is better than : 66.99 vs. JVMCX (45.41).
| CLIFX | JVMCX | CLIFX / JVMCX | |
| Total Expense Ratio | 0.90 | 1.87 | 48% |
| Annual Report Gross Expense Ratio | 1.17 | 1.88 | 62% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 4.452 | 2.055 | 217% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 16.54 | -4.05 | -408% |
| Returns for 3 years | 22.21 | 13.31 | 167% |
| Returns for 5 years | 66.99 | 45.41 | 148% |
| Returns for 10 years | 99.04 | 25.18 | 393% |
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