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CLIFX vs JVMSX
CLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSX
Clifford Capital Partners Institutional
Price$20.18
Change-$0.23 (-1.13%)
VolumeN/A
Net Assets122.53M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
CLIFX vs JVMSX Comparison Chart
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CLIFX vs. JVMSX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. CLIFX (123M). CLIFX pays higher dividends than JVMSX: CLIFX (1.55) vs JVMSX (0.43). 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). CLIFX (47.10) and JVMSX (47.00) 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 : 16.54 vs. JVMSX (-3.29). CLIFX return over 5 years is better than : 66.99 vs. JVMSX (50.13).
| 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 | 4.452 | 2.313 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 21.7B | 1% |
| Annual Yield % from dividends | 1.55 | 0.43 | 358% |
| Returns for 1 year | 16.54 | -3.29 | -502% |
| Returns for 3 years | 22.21 | 15.80 | 141% |
| Returns for 5 years | 66.99 | 50.13 | 134% |
| Returns for 10 years | 99.04 | 33.43 | 296% |
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