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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Lone Peak Value Institutional
Price$23.83
Change+$1.79 (+8.12%)
VolumeN/A
Net Assets145.03M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
CLIFX vs JVMRX Comparison Chart in %
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CLIFX vs. JVMRX commentary
Feb 04, 2026
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: 24.7B vs. CLIFX (145M). CLIFX pays higher dividends than JVMRX: CLIFX (1.22) vs JVMRX (0.82). 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). CLIFX is a more actively managed with annual turnover of: 71.51 vs. JVMRX (49.00). 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 : 20.28 vs. JVMRX (5.07). CLIFX return over 5 years is better than : 40.16 vs. JVMRX (23.56).
| 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 | 4.609 | 5.208 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 24.7B | 1% |
| Annual Yield % from dividends | 1.22 | 0.82 | 149% |
| Returns for 1 year | 20.28 | 5.07 | 400% |
| Returns for 3 years | 29.86 | 12.07 | 247% |
| Returns for 5 years | 40.16 | 23.56 | 170% |
| Returns for 10 years | 177.61 | 80.03 | 222% |
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