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CLIFX vs MVCAX
CLIFX vs MVCAX Comparison
Open Charts CLIFX vs MVCAX
Clifford Capital Partners Institutional
Price$20.18
Change-$0.23 (-1.13%)
VolumeN/A
Net Assets122.53M
CLIFX vs MVCAX Comparison Chart
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CLIFX vs. MVCAX 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. CLIFX (123M). CLIFX pays higher dividends than MVCAX: CLIFX (1.55) vs MVCAX (0.89). CLIFX was incepted earlier than MVCAX: CLIFX (11 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 : 16.54 vs. MVCAX (-4.53). CLIFX return over 5 years is better than : 66.99 vs. MVCAX (51.98).
| CLIFX | MVCAX | CLIFX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 4.452 | -2.086 | -213% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 16.8B | 1% |
| Annual Yield % from dividends | 1.55 | 0.89 | 173% |
| Returns for 1 year | 16.54 | -4.53 | -365% |
| Returns for 3 years | 22.21 | 13.00 | 171% |
| Returns for 5 years | 66.99 | 51.98 | 129% |
| Returns for 10 years | 99.04 | 53.51 | 185% |
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