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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$22.74
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets135.71M
JHancock Disciplined Value Mid Cap R6
Price$30.00
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
CLIFX vs JVMRX Comparison Chart in %
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CLIFX vs. JVMRX commentary
Nov 14, 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: 24.2B vs. CLIFX (136M). CLIFX pays higher dividends than JVMRX: CLIFX (1.41) vs JVMRX (0.85). 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 : 14.35 vs. JVMRX (-5.34). CLIFX return over 5 years is better than : 54.71 vs. JVMRX (38.63).
| 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 | 16.377 | 11.359 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 24.2B | 1% |
| Annual Yield % from dividends | 1.41 | 0.85 | 166% |
| Returns for 1 year | 14.35 | -5.34 | -269% |
| Returns for 3 years | 25.81 | 15.57 | 166% |
| Returns for 5 years | 54.71 | 38.63 | 142% |
| Returns for 10 years | 144.19 | 55.27 | 261% |
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