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CLIFX vs JVMIX
CLIFX vs JVMIX Comparison
Open Charts CLIFX vs JVMIX
Clifford Capital Partners Institutional
Price$21.86
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets129.15M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
CLIFX vs JVMIX Comparison Chart in %
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CLIFX vs. JVMIX commentary
Aug 18, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. CLIFX (129M). CLIFX pays higher dividends than JVMIX: CLIFX (1.48) vs JVMIX (0.76). CLIFX was incepted earlier than JVMIX: CLIFX (12 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 : 17.12 vs. JVMIX (0.76). CLIFX return over 5 years is better than : 60.25 vs. JVMIX (50.10).
| CLIFX | JVMIX | CLIFX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.87 | 103% |
| Annual Report Gross Expense Ratio | 1.17 | 0.88 | 133% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 11.873 | 8.980 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 23.6B | 1% |
| Annual Yield % from dividends | 1.48 | 0.76 | 194% |
| Returns for 1 year | 17.12 | 0.76 | 2,260% |
| Returns for 3 years | 19.99 | 11.90 | 168% |
| Returns for 5 years | 60.25 | 50.10 | 120% |
| Returns for 10 years | 120.17 | 45.29 | 265% |
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