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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$23.10
Change+$0.12 (+0.52%)
VolumeN/A
Net Assets139.03M
JHancock Disciplined Value Mid Cap R6
Price$30.36
Change+$0.28 (+0.93%)
VolumeN/A
Net Assets24.51B
CLIFX vs JVMRX Comparison Chart in %
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CLIFX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.5B vs. CLIFX (139M). 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 : 12.20 vs. JVMRX (-5.80). CLIFX return over 5 years is better than : 47.19 vs. JVMRX (33.99).
| 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 | 17.912 | 12.138 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 24.5B | 1% |
| Annual Yield % from dividends | 1.35 | 0.83 | 162% |
| Returns for 1 year | 12.20 | -5.80 | -210% |
| Returns for 3 years | 23.98 | 14.73 | 163% |
| Returns for 5 years | 47.19 | 33.99 | 139% |
| Returns for 10 years | 138.18 | 51.15 | 270% |
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