CLIFX
Price
$22.74
Change
+$0.05 (+0.22%)
Updated
Nov 12 closing price
Net Assets
135.71M
MVCAX
Price
$32.25
Change
+$0.11 (+0.34%)
Updated
Nov 12 closing price
Net Assets
17B
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CLIFX vs MVCAX

Header iconCLIFX vs MVCAX Comparison
Open Charts CLIFX vs MVCAXBanner chart's image
Clifford Capital Partners Institutional
Price$22.74
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets135.71M
MFS Mid Cap Value A
Price$32.25
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets17B
CLIFX vs MVCAX Comparison Chart in %
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CLIFX vs. MVCAX commentary
Nov 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 Buy and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. CLIFX (136M). CLIFX pays higher dividends than MVCAX: CLIFX (1.41) vs MVCAX (0.85). CLIFX was incepted earlier than MVCAX: CLIFX (12 years) vs MVCAX (24 years). CLIFX (1.17) is less costly to investors than MVCAX (1.00). CLIFX is a more actively managed with annual turnover of: 47.10 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than CLIFX: MVCAX (1000) vs CLIFX (100000). CLIFX annual gain was more profitable for investors over the last year : 14.35 vs. MVCAX (-9.14). CLIFX return over 5 years is better than : 54.71 vs. MVCAX (38.31).
CLIFXMVCAXCLIFX / MVCAX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio1.171.00117%
Fund Existence12 years24 years-
Gain YTD16.3775.117320%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets136M17B1%
Annual Yield % from dividends1.410.85166%
Returns for 1 year14.35-9.14-157%
Returns for 3 years25.8112.45207%
Returns for 5 years54.7138.31143%
Returns for 10 years144.1976.71188%
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