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CLIFX vs JVMIX
CLIFX vs JVMIX Comparison
Open Charts CLIFX vs JVMIX
Clifford Capital Partners Institutional
Price$22.36
Change+$0.21 (+0.95%)
VolumeN/A
Net Assets133.15M
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
CLIFX vs JVMIX Comparison Chart in %
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CLIFX vs. JVMIX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. CLIFX (133M). CLIFX pays higher dividends than JVMIX: CLIFX (1.40) vs JVMIX (0.74). CLIFX was incepted earlier than JVMIX: CLIFX (12 years) vs JVMIX (28 years). CLIFX (1.17) is less costly to investors than JVMIX (0.86). 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 : 15.71 vs. JVMIX (-0.89). CLIFX return over 5 years is better than : 75.62 vs. JVMIX (61.98).
| CLIFX | JVMIX | CLIFX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 1.17 | 0.86 | 136% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 14.432 | 11.725 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 24.2B | 1% |
| Annual Yield % from dividends | 1.40 | 0.74 | 188% |
| Returns for 1 year | 15.71 | -0.89 | -1,774% |
| Returns for 3 years | 42.22 | 34.98 | 121% |
| Returns for 5 years | 75.62 | 61.98 | 122% |
| Returns for 10 years | 149.55 | 65.12 | 230% |
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