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CLIFX vs JVMCX
CLIFX vs JVMCX Comparison
Open Charts CLIFX vs JVMCX
Lone Peak Value Institutional
Price$23.83
Change+$1.79 (+8.12%)
VolumeN/A
Net Assets145.03M
JHancock Disciplined Value Mid Cap C
Price$26.89
Change-$0.78 (-2.82%)
VolumeN/A
Net Assets24.66B
CLIFX vs JVMCX Comparison Chart in %
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CLIFX vs. JVMCX commentary
Feb 04, 2026
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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.7B vs. CLIFX (145M). CLIFX pays higher dividends than JVMCX: CLIFX (1.22) vs JVMCX (0.00). CLIFX was incepted earlier than JVMCX: CLIFX (12 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than CLIFX (1.17). CLIFX is a more actively managed with annual turnover of: 71.51 vs. JVMCX (49.00). 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 : 20.28 vs. JVMCX (3.34). CLIFX return over 5 years is better than : 40.16 vs. JVMCX (15.97).
| CLIFX | JVMCX | CLIFX / JVMCX | |
| Total Expense Ratio | 0.90 | 1.85 | 49% |
| Annual Report Gross Expense Ratio | 1.17 | 1.86 | 63% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.609 | 5.121 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 24.7B | 1% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 20.28 | 3.34 | 607% |
| Returns for 3 years | 29.86 | 6.94 | 431% |
| Returns for 5 years | 40.16 | 15.97 | 251% |
| Returns for 10 years | 177.61 | 61.82 | 287% |
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