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CLIFX vs JVMIX
CLIFX vs JVMIX Comparison
Open Charts CLIFX vs JVMIX
Clifford Capital Partners Institutional
Price$23.10
Change+$0.12 (+0.52%)
VolumeN/A
Net Assets139.03M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
CLIFX vs JVMIX Comparison Chart in %
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CLIFX vs. JVMIX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. CLIFX (139M). CLIFX pays higher dividends than JVMIX: CLIFX (1.35) vs JVMIX (0.74). CLIFX was incepted earlier than JVMIX: CLIFX (12 years) vs JVMIX (29 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 : 12.20 vs. JVMIX (-5.91). CLIFX return over 5 years is better than : 47.19 vs. JVMIX (33.54).
| 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 | 29 years | - |
| Gain YTD | 17.912 | 12.022 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 24.5B | 1% |
| Annual Yield % from dividends | 1.35 | 0.74 | 184% |
| Returns for 1 year | 12.20 | -5.91 | -207% |
| Returns for 3 years | 23.98 | 14.46 | 166% |
| Returns for 5 years | 47.19 | 33.54 | 141% |
| Returns for 10 years | 138.18 | 50.20 | 275% |
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