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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$21.40
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets127.4M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
CLIFX vs JVMRX Comparison Chart in %
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CLIFX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. CLIFX (127M). CLIFX pays higher dividends than JVMRX: CLIFX (1.50) vs JVMRX (0.88). CLIFX was incepted earlier than JVMRX: CLIFX (11 years) vs JVMRX (14 years). CLIFX (1.17) is less costly to investors than JVMRX (0.76). CLIFX (47.10) and JVMRX (47.00) 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 : 22.40 vs. JVMRX (3.59). CLIFX return over 5 years is better than : 76.30 vs. JVMRX (63.32).
| CLIFX | JVMRX | CLIFX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.75 | 120% |
| Annual Report Gross Expense Ratio | 1.17 | 0.76 | 154% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 9.519 | 8.500 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 22.6B | 1% |
| Annual Yield % from dividends | 1.50 | 0.88 | 170% |
| Returns for 1 year | 22.40 | 3.59 | 623% |
| Returns for 3 years | 27.04 | 24.14 | 112% |
| Returns for 5 years | 76.30 | 63.32 | 120% |
| Returns for 10 years | 112.90 | 49.30 | 229% |
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