Ad is loading...
CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$20.30
Change-$0.08 (-0.39%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
CLIFX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLIFX vs. JVMAX commentary
Dec 19, 2024
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: 23.4B vs. CLIFX (124M). CLIFX pays higher dividends than JVMAX: CLIFX (1.40) vs JVMAX (0.67). CLIFX was incepted earlier than JVMAX: CLIFX (11 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. CLIFX (27.59). JVMAX has a lower initial minimum investment than CLIFX: JVMAX (1000) vs CLIFX (100000). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. CLIFX (9.03). JVMAX (39.81) and CLIFX (39.31) have equivalent 5 years return.
| CLIFX | JVMAX | CLIFX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 11.784 | 12.851 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 23.4B | 1% |
| Annual Yield % from dividends | 1.40 | 0.67 | 209% |
| Returns for 1 year | 9.03 | 10.66 | 85% |
| Returns for 3 years | 7.79 | 16.69 | 47% |
| Returns for 5 years | 39.31 | 39.81 | 99% |
| Returns for 10 years | 89.07 | 55.64 | 160% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HAIL | 29.48 | 0.23 | +0.77% |
| SPDR® S&P Kensho Smart Mobility ETF | |||
| FDG | 109.13 | 0.11 | +0.10% |
| American Century Foc Dynmc Gr ETF | |||
| IPKW | 40.62 | -0.09 | -0.22% |
| Invesco Intl BuyBack Achiev™ ETF | |||
| XLE | 86.61 | -0.65 | -0.74% |
| The Energy Select Sector SPDR® ETF | |||
| IVOV | 100.04 | -1.14 | -1.13% |
| Vanguard S&P Mid-Cap 400 Value ETF | |||