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CLIFX vs JVMIX
CLIFX vs JVMIX Comparison
Open Charts CLIFX vs JVMIX
Lone Peak Value Institutional
Price$23.83
Change+$1.79 (+8.12%)
VolumeN/A
Net Assets145.03M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
CLIFX vs JVMIX Comparison Chart in %
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CLIFX vs. JVMIX 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. CLIFX (145M). CLIFX pays higher dividends than JVMIX: CLIFX (1.22) vs JVMIX (0.72). CLIFX was incepted earlier than JVMIX: CLIFX (12 years) vs JVMIX (29 years). CLIFX (1.17) is less costly to investors than JVMIX (0.86). CLIFX is a more actively managed with annual turnover of: 71.51 vs. JVMIX (49.00). CLIFX has a lower initial minimum investment than JVMIX: CLIFX (100000) vs JVMIX (250000). CLIFX annual gain was more profitable for investors over the last year : 20.28 vs. JVMIX (4.96). CLIFX return over 5 years is better than : 40.16 vs. JVMIX (23.04).
| CLIFX | JVMIX | CLIFX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 1.17 | 0.86 | 136% |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | 4.609 | 5.206 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 24.7B | 1% |
| Annual Yield % from dividends | 1.22 | 0.72 | 170% |
| Returns for 1 year | 20.28 | 4.96 | 409% |
| Returns for 3 years | 29.86 | 11.72 | 255% |
| Returns for 5 years | 40.16 | 23.04 | 174% |
| Returns for 10 years | 177.61 | 78.79 | 225% |
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