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CLIFX vs MVCAX
CLIFX vs MVCAX Comparison
Open Charts CLIFX vs MVCAX
Lone Peak Value Institutional
Price$23.83
Change+$1.79 (+8.12%)
VolumeN/A
Net Assets145.03M
CLIFX vs MVCAX Comparison Chart in %
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CLIFX vs. MVCAX commentary
Feb 04, 2026
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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. CLIFX (145M). CLIFX (1.22) and MVCAX (1.20) have matching dividends . 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: 71.51 vs. MVCAX (24.00). 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 : 20.28 vs. MVCAX (1.90). CLIFX return over 5 years is better than : 40.16 vs. MVCAX (23.95).
| CLIFX | MVCAX | CLIFX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 4.609 | 4.789 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 17.1B | 1% |
| Annual Yield % from dividends | 1.22 | 1.20 | 102% |
| Returns for 1 year | 20.28 | 1.90 | 1,069% |
| Returns for 3 years | 29.86 | 11.13 | 268% |
| Returns for 5 years | 40.16 | 23.95 | 168% |
| Returns for 10 years | 177.61 | 99.09 | 179% |
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