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CLFFX vs JVMRX
CLFFX vs JVMRX Comparison
Open Charts CLFFX vs JVMRX
Clifford Capital Partners Investor
Price$19.29
Change-$0.33 (-1.68%)
VolumeN/A
Net Assets119.12M
JHancock Disciplined Value Mid Cap R6
Price$25.98
Change-$0.24 (-0.92%)
VolumeN/A
Net Assets20.93B
CLFFX vs JVMRX Comparison Chart
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CLFFX vs. JVMRX commentary
Mar 12, 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 CLFFX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. CLFFX (119M). CLFFX pays higher dividends than JVMRX: CLFFX (1.16) vs JVMRX (0.91). CLFFX was incepted earlier than JVMRX: CLFFX (11 years) vs JVMRX (14 years). CLFFX (1.35) is less costly to investors than JVMRX (0.76). CLFFX (47.10) and JVMRX (47.00) have comparable annual turnover. CLFFX has a lower initial minimum investment than JVMRX: CLFFX (2500) vs JVMRX (1000000). CLFFX annual gain was more profitable for investors over the last year : 11.67 vs. JVMRX (-8.65). CLFFX return over 5 years is better than : 104.66 vs. JVMRX (72.42).
| CLFFX | JVMRX | CLFFX / JVMRX | |
| Total Expense Ratio | 1.15 | 0.75 | 153% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 1.238 | -2.673 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 20.9B | 1% |
| Annual Yield % from dividends | 1.16 | 0.91 | 128% |
| Returns for 1 year | 11.67 | -8.65 | -135% |
| Returns for 3 years | 9.19 | 1.20 | 765% |
| Returns for 5 years | 104.66 | 72.42 | 145% |
| Returns for 10 years | 88.04 | 34.32 | 257% |
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