Interact to see
Advertisement
Advertisement
CLIFX vs JVMSX
CLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSX
Clifford Capital Partners Institutional
Price$21.40
Change+$0.16 (+0.75%)
VolumeN/A
Net Assets126.37M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
CLIFX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLIFX vs. JVMSX commentary
Jul 27, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. CLIFX (126M). CLIFX pays higher dividends than JVMSX: CLIFX (1.50) vs JVMSX (0.42). CLIFX was incepted earlier than JVMSX: CLIFX (11 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than CLIFX (1.17). JVMSX (49.00) and CLIFX (47.10) have comparable annual turnover. JVMSX has a lower initial minimum investment than CLIFX: JVMSX (0) vs CLIFX (100000). CLIFX annual gain was more profitable for investors over the last year : 15.44 vs. JVMSX (0.75). CLIFX return over 5 years is better than : 68.94 vs. JVMSX (55.91).
| CLIFX | JVMSX | CLIFX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.25 | 72% |
| Annual Report Gross Expense Ratio | 1.17 | 1.26 | 93% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 9.519 | 9.064 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 23.1B | 1% |
| Annual Yield % from dividends | 1.50 | 0.42 | 358% |
| Returns for 1 year | 15.44 | 0.75 | 2,048% |
| Returns for 3 years | 24.62 | 20.42 | 121% |
| Returns for 5 years | 68.94 | 55.91 | 123% |
| Returns for 10 years | 119.23 | 46.42 | 257% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WENRX | 66.19 | 0.84 | +1.29% |
| Allspring Mid Cap Growth Fund - Cl R6 | |||
| MPGLX | 12.59 | 0.10 | +0.80% |
| MassMutual Disciplined Gr Adm | |||
| NLSAX | 19.35 | 0.02 | +0.10% |
| Neuberger Berman Long Short A | |||
| WASAX | 23.51 | N/A | N/A |
| Macquarie Asset Strategy Fund Cl A | |||
| INVTX | 22.79 | -0.01 | -0.04% |
| Evolutionary Tree Innovators A | |||