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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$21.96
Change+$0.18 (+0.83%)
VolumeN/A
Net Assets131.06M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
CLIFX vs JVMRX Comparison Chart in %
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CLIFX vs. JVMRX commentary
Oct 19, 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 (131M). CLIFX pays higher dividends than JVMRX: CLIFX (1.39) vs JVMRX (0.84). 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 : 12.10 vs. JVMRX (-4.79). CLIFX return over 5 years is better than : 57.04 vs. JVMRX (47.93).
| 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 | 12.385 | 9.837 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 23.9B | 1% |
| Annual Yield % from dividends | 1.39 | 0.84 | 166% |
| Returns for 1 year | 12.10 | -4.79 | -252% |
| Returns for 3 years | 30.29 | 25.62 | 118% |
| Returns for 5 years | 57.04 | 47.93 | 119% |
| Returns for 10 years | 130.37 | 52.40 | 249% |
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