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CLIFX vs JVMIX
CLIFX vs JVMIX Comparison
Open Charts CLIFX vs JVMIX
Clifford Capital Partners Institutional
Price$21.40
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets127.4M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
CLIFX vs JVMIX Comparison Chart in %
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CLIFX vs. JVMIX commentary
Jul 07, 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: 22.6B vs. CLIFX (127M). 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). CLIFX (47.10) and JVMIX (47.00) 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 : 22.40 vs. JVMIX (3.45). CLIFX return over 5 years is better than : 76.30 vs. JVMIX (62.76).
| 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 | 8.423 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 22.6B | 1% |
| Annual Yield % from dividends | 1.50 | 0.78 | 193% |
| Returns for 1 year | 22.40 | 3.45 | 650% |
| Returns for 3 years | 27.04 | 23.84 | 113% |
| Returns for 5 years | 76.30 | 62.76 | 122% |
| Returns for 10 years | 112.90 | 48.34 | 234% |
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