Interact to see
Advertisement
Advertisement
CLIFX vs MVCAX
CLIFX vs MVCAX Comparison
Open Charts CLIFX vs MVCAX
Clifford Capital Partners Institutional
Price$21.40
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets127.4M
CLIFX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLIFX vs. MVCAX 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. CLIFX (127M). CLIFX pays higher dividends than MVCAX: CLIFX (1.50) vs MVCAX (0.87). 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 : 22.40 vs. MVCAX (1.09). CLIFX return over 5 years is better than : 76.30 vs. MVCAX (60.39).
| 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 | 9.519 | 2.934 | 324% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 17.3B | 1% |
| Annual Yield % from dividends | 1.50 | 0.87 | 172% |
| Returns for 1 year | 22.40 | 1.09 | 2,052% |
| Returns for 3 years | 27.04 | 18.70 | 145% |
| Returns for 5 years | 76.30 | 60.39 | 126% |
| Returns for 10 years | 112.90 | 64.61 | 175% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BTA | 9.26 | 0.07 | +0.76% |
| Blackrock Long-Term Municipal Advantage Trust | |||
| TDIV | 92.32 | 0.70 | +0.76% |
| First Trust NASDAQ Technology Div ETF | |||
| JIVE | 69.81 | 0.25 | +0.37% |
| JPMorgan International Value ETF | |||
| NUMI | 24.37 | N/A | N/A |
| Nuveen Municipal Income ETF | |||
| UST | 42.63 | -0.34 | -0.79% |
| ProShares Ultra 7-10 Year Treasury | |||