CLIFX
Price
$22.36
Change
+$0.21 (+0.95%)
Updated
Sep 26 closing price
Net Assets
133.15M
JVMCX
Price
$28.06
Change
+$0.28 (+1.01%)
Updated
Sep 26 closing price
Net Assets
24.25B
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CLIFX vs JVMCX

Header iconCLIFX vs JVMCX Comparison
Open Charts CLIFX vs JVMCXBanner chart's image
Clifford Capital Partners Institutional
Price$22.36
Change+$0.21 (+0.95%)
VolumeN/A
Net Assets133.15M
JHancock Disciplined Value Mid Cap C
Price$28.06
Change+$0.28 (+1.01%)
VolumeN/A
Net Assets24.25B
CLIFX vs JVMCX Comparison Chart in %
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CLIFX vs. JVMCX commentary
Sep 28, 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 Hold.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. CLIFX (133M). CLIFX pays higher dividends than JVMCX: CLIFX (1.40) 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). JVMCX (49.00) and CLIFX (47.10) 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 : 15.71 vs. JVMCX (-2.54). CLIFX return over 5 years is better than : 75.62 vs. JVMCX (54.71).
CLIFXJVMCXCLIFX / JVMCX
Total Expense Ratio0.901.8549%
Annual Report Gross Expense Ratio1.171.8663%
Fund Existence12 years14 years-
Gain YTD14.43210.909132%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets133M24.2B1%
Annual Yield % from dividends1.400.00-
Returns for 1 year15.71-2.54-619%
Returns for 3 years42.2230.96136%
Returns for 5 years75.6254.71138%
Returns for 10 years149.5550.96293%
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