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CLFFX vs JVMSX
CLFFX vs JVMSX Comparison
Open Charts CLFFX vs JVMSX
Clifford Capital Partners Investor
Price$18.08
Change+$0.24 (+1.35%)
VolumeN/A
Net Assets111.18M
JHancock Disciplined Value Mid Cap R2
Price$24.73
Change+$0.23 (+0.94%)
VolumeN/A
Net Assets19.62B
CLFFX vs JVMSX Comparison Chart
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CLFFX vs. JVMSX commentary
Apr 19, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.6B vs. CLFFX (111M). CLFFX pays higher dividends than JVMSX: CLFFX (1.20) vs JVMSX (0.45). CLFFX was incepted earlier than JVMSX: CLFFX (11 years) vs JVMSX (13 years). CLFFX (1.35) is less costly to investors than JVMSX (1.26). CLFFX (47.10) and JVMSX (47.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than CLFFX: JVMSX (0) vs CLFFX (2500). CLFFX annual gain was more profitable for investors over the last year : 7.00 vs. JVMSX (-10.62). CLFFX return over 5 years is better than : 66.67 vs. JVMSX (47.92).
| CLFFX | JVMSX | CLFFX / JVMSX | |
| Total Expense Ratio | 1.15 | 1.25 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.26 | 107% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -6.708 | -7.758 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 19.6B | 1% |
| Annual Yield % from dividends | 1.20 | 0.45 | 270% |
| Returns for 1 year | 7.00 | -10.62 | -66% |
| Returns for 3 years | -4.72 | -7.75 | 61% |
| Returns for 5 years | 66.67 | 47.92 | 139% |
| Returns for 10 years | 70.80 | 21.11 | 335% |
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