CLIFX
Price
$21.40
Change
+$0.16 (+0.75%)
Updated
Jul 25 closing price
Net Assets
126.37M
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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CLIFX vs JVMIX

Header iconCLIFX vs JVMIX Comparison
Open Charts CLIFX vs JVMIXBanner chart's image
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.

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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).
CLIFXJVMIXCLIFX / JVMIX
Total Expense Ratio0.900.87103%
Annual Report Gross Expense Ratio1.170.88133%
Fund Existence11 years28 years-
Gain YTD9.5199.314102%
Front LoadN/AN/A-
Min. Initial Investment10000025000040%
Min. Initial Investment IRAN/AN/A-
Net Assets126M23.1B1%
Annual Yield % from dividends1.500.78193%
Returns for 1 year15.441.201,283%
Returns for 3 years24.6221.47115%
Returns for 5 years68.9458.07119%
Returns for 10 years119.2350.28237%
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