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CLIFX vs JVMSX
CLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSX
Clifford Capital Partners Institutional
Price$21.86
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets129.15M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
CLIFX vs JVMSX Comparison Chart in %
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CLIFX vs. JVMSX commentary
Aug 18, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. CLIFX (129M). CLIFX pays higher dividends than JVMSX: CLIFX (1.48) vs JVMSX (0.41). CLIFX was incepted earlier than JVMSX: CLIFX (12 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 : 17.12 vs. JVMSX (0.34). CLIFX return over 5 years is better than : 60.25 vs. JVMSX (48.09).
| CLIFX | JVMSX | CLIFX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.25 | 72% |
| Annual Report Gross Expense Ratio | 1.17 | 1.26 | 93% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 11.873 | 8.728 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 23.6B | 1% |
| Annual Yield % from dividends | 1.48 | 0.41 | 360% |
| Returns for 1 year | 17.12 | 0.34 | 5,024% |
| Returns for 3 years | 19.99 | 10.96 | 182% |
| Returns for 5 years | 60.25 | 48.09 | 125% |
| Returns for 10 years | 120.17 | 41.60 | 289% |
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