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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$22.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets133.77M
JHancock Disciplined Value Mid Cap A
Price$28.48
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets24.36B
CLIFX vs JVMAX Comparison Chart in %
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CLIFX vs. JVMAX commentary
Oct 06, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.4B vs. CLIFX (134M). CLIFX pays higher dividends than JVMAX: CLIFX (1.39) vs JVMAX (0.55). CLIFX was incepted earlier than JVMAX: CLIFX (12 years) vs JVMAX (28 years). CLIFX (1.17) is less costly to investors than JVMAX (1.11). JVMAX (49.00) and CLIFX (47.10) 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 : 16.95 vs. JVMAX (-0.85). CLIFX return over 5 years is better than : 70.13 vs. JVMAX (53.70).
| CLIFX | JVMAX | CLIFX / JVMAX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 1.17 | 1.11 | 105% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 14.893 | 12.038 | 124% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 24.4B | 1% |
| Annual Yield % from dividends | 1.39 | 0.55 | 253% |
| Returns for 1 year | 16.95 | -0.85 | -1,991% |
| Returns for 3 years | 35.67 | 24.90 | 143% |
| Returns for 5 years | 70.13 | 53.70 | 131% |
| Returns for 10 years | 139.04 | 52.84 | 263% |
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