CLIFX
Price
$21.40
Change
+$0.13 (+0.61%)
Updated
Jul 3 closing price
Net Assets
127.4M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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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+$0.13 (+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.

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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).
CLIFXJVMIXCLIFX / JVMIX
Total Expense Ratio0.900.87103%
Annual Report Gross Expense Ratio1.170.88133%
Fund Existence11 years28 years-
Gain YTD9.5198.423113%
Front LoadN/AN/A-
Min. Initial Investment10000025000040%
Min. Initial Investment IRAN/AN/A-
Net Assets127M22.6B1%
Annual Yield % from dividends1.500.78193%
Returns for 1 year22.403.45650%
Returns for 3 years27.0423.84113%
Returns for 5 years76.3062.76122%
Returns for 10 years112.9048.34234%
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