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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$23.43
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets142.04M
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
CLIFX vs JVMRX Comparison Chart in %
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CLIFX vs. JVMRX commentary
Dec 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. CLIFX (142M). CLIFX pays higher dividends than JVMRX: CLIFX (1.35) vs JVMRX (0.83). CLIFX was incepted earlier than JVMRX: CLIFX (12 years) vs JVMRX (14 years). CLIFX (1.17) is less costly to investors than JVMRX (0.75). JVMRX (49.00) and CLIFX (47.10) have comparable annual turnover. CLIFX has a lower initial minimum investment than JVMRX: CLIFX (100000) vs JVMRX (1000000). CLIFX annual gain was more profitable for investors over the last year : 18.82 vs. JVMRX (2.35). CLIFX return over 5 years is better than : 48.54 vs. JVMRX (24.33).
| CLIFX | JVMRX | CLIFX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 1.17 | 0.75 | 156% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 19.908 | 3.563 | 559% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 23.9B | 1% |
| Annual Yield % from dividends | 1.35 | 0.83 | 162% |
| Returns for 1 year | 18.82 | 2.35 | 802% |
| Returns for 3 years | 31.45 | 16.55 | 190% |
| Returns for 5 years | 48.54 | 24.33 | 199% |
| Returns for 10 years | 148.21 | 51.02 | 291% |
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