CLIFX
Price
$21.40
Change
+$0.13 (+0.61%)
Updated
Jul 3 closing price
Net Assets
127.4M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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CLIFX vs JVMRX

Header iconCLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRXBanner chart's image
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.

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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).
CLIFXJVMRXCLIFX / JVMRX
Total Expense Ratio0.900.75120%
Annual Report Gross Expense Ratio1.170.76154%
Fund Existence11 years14 years-
Gain YTD9.5198.500112%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets127M22.6B1%
Annual Yield % from dividends1.500.88170%
Returns for 1 year22.403.59623%
Returns for 3 years27.0424.14112%
Returns for 5 years76.3063.32120%
Returns for 10 years112.9049.30229%
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