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CLIFX vs JVMIX
CLIFX vs JVMIX Comparison
Open Charts CLIFX vs JVMIX
Clifford Capital Partners Institutional
Price$20.18
Change-$0.23 (-1.13%)
VolumeN/A
Net Assets122.53M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
CLIFX vs JVMIX Comparison Chart
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CLIFX vs. JVMIX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.7B vs. CLIFX (123M). CLIFX pays higher dividends than JVMIX: CLIFX (1.55) vs JVMIX (0.80). 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 : 16.54 vs. JVMIX (-2.87). CLIFX return over 5 years is better than : 66.99 vs. JVMIX (52.19).
| 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 | 4.452 | 2.486 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 21.7B | 1% |
| Annual Yield % from dividends | 1.55 | 0.80 | 193% |
| Returns for 1 year | 16.54 | -2.87 | -577% |
| Returns for 3 years | 22.21 | 16.82 | 132% |
| Returns for 5 years | 66.99 | 52.19 | 128% |
| Returns for 10 years | 99.04 | 36.89 | 268% |
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