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CLIFX vs JVMSX
CLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSX
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.
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).
| 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 | 8.206 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 22.6B | 1% |
| Annual Yield % from dividends | 1.50 | 0.42 | 358% |
| Returns for 1 year | 22.40 | 3.00 | 747% |
| Returns for 3 years | 27.04 | 22.77 | 119% |
| Returns for 5 years | 76.30 | 60.52 | 126% |
| Returns for 10 years | 112.90 | 44.56 | 253% |
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