CLIFX
Price
$21.40
Change
+$0.13 (+0.61%)
Updated
Jul 3 closing price
Net Assets
127.4M
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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CLIFX vs JVMSX

Header iconCLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSXBanner 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 R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
CLIFX vs JVMSX Comparison Chart in %
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CLIFX vs. JVMSX 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 JVMSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. CLIFX (127M). 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). 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 : 22.40 vs. JVMSX (3.00). CLIFX return over 5 years is better than : 76.30 vs. JVMSX (60.52).
CLIFXJVMSXCLIFX / JVMSX
Total Expense Ratio0.901.2572%
Annual Report Gross Expense Ratio1.171.2693%
Fund Existence11 years13 years-
Gain YTD9.5198.206116%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets127M22.6B1%
Annual Yield % from dividends1.500.42358%
Returns for 1 year22.403.00747%
Returns for 3 years27.0422.77119%
Returns for 5 years76.3060.52126%
Returns for 10 years112.9044.56253%
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