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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$18.02
Change+$0.24 (+1.35%)
VolumeN/A
Net Assets109.09M
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
CLIFX vs JVMAX Comparison Chart
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CLIFX vs. JVMAX commentary
Apr 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 CLIFX is a Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. CLIFX (109M). CLIFX pays higher dividends than JVMAX: CLIFX (1.59) vs JVMAX (0.61). CLIFX was incepted earlier than JVMAX: CLIFX (11 years) vs JVMAX (28 years). CLIFX (1.17) and JVMAX (1.13) have similar cost to investors . CLIFX (47.10) and JVMAX (47.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than CLIFX: JVMAX (1000) vs CLIFX (100000). CLIFX annual gain was more profitable for investors over the last year : 1.81 vs. JVMAX (-15.78). CLIFX return over 5 years is better than : 63.04 vs. JVMAX (41.84).
| CLIFX | JVMAX | CLIFX / JVMAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 1.17 | 1.13 | 104% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -9.007 | -9.677 | 93% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 19.2B | 1% |
| Annual Yield % from dividends | 1.59 | 0.61 | 258% |
| Returns for 1 year | 1.81 | -15.78 | -11% |
| Returns for 3 years | -5.30 | -9.52 | 56% |
| Returns for 5 years | 63.04 | 41.84 | 151% |
| Returns for 10 years | 69.47 | 16.95 | 410% |
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