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CLIFX vs JVMIX
CLIFX vs JVMIX Comparison
Open Charts CLIFX vs JVMIX
Clifford Capital Partners Institutional
Price$21.40
Change+$0.16 (+0.75%)
VolumeN/A
Net Assets126.37M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
CLIFX vs JVMIX Comparison Chart in %
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CLIFX vs. JVMIX commentary
Jul 27, 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. CLIFX (126M). CLIFX pays higher dividends than JVMIX: CLIFX (1.50) vs JVMIX (0.78). CLIFX was incepted earlier than JVMIX: CLIFX (11 years) vs JVMIX (28 years). CLIFX (1.17) is less costly to investors than JVMIX (0.88). JVMIX (49.00) and CLIFX (47.10) have comparable annual turnover. 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 : 15.44 vs. JVMIX (1.20). CLIFX return over 5 years is better than : 68.94 vs. JVMIX (58.07).
| CLIFX | JVMIX | CLIFX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.87 | 103% |
| Annual Report Gross Expense Ratio | 1.17 | 0.88 | 133% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 9.519 | 9.314 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 23.1B | 1% |
| Annual Yield % from dividends | 1.50 | 0.78 | 193% |
| Returns for 1 year | 15.44 | 1.20 | 1,283% |
| Returns for 3 years | 24.62 | 21.47 | 115% |
| Returns for 5 years | 68.94 | 58.07 | 119% |
| Returns for 10 years | 119.23 | 50.28 | 237% |
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