CLIFX
Price
$21.24
Change
-$0.39 (-1.80%)
Updated
Jul 24 closing price
Net Assets
127.76M
JVMAX
Price
$27.57
Change
-$0.21 (-0.76%)
Updated
Jul 24 closing price
Net Assets
23.09B
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CLIFX vs JVMAX

Header iconCLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAXBanner chart's image
Clifford Capital Partners Institutional
Price$21.24
Change-$0.39 (-1.80%)
VolumeN/A
Net Assets127.76M
JHancock Disciplined Value Mid Cap A
Price$27.57
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.09B
CLIFX vs JVMAX Comparison Chart in %
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CLIFX vs. JVMAX commentary
Jul 26, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. CLIFX (128M). CLIFX pays higher dividends than JVMAX: CLIFX (1.50) vs JVMAX (0.58). 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 . 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 : 15.81 vs. JVMAX (1.38). CLIFX return over 5 years is better than : 67.68 vs. JVMAX (54.86).
CLIFXJVMAXCLIFX / JVMAX
Total Expense Ratio0.901.1280%
Annual Report Gross Expense Ratio1.171.13104%
Fund Existence11 years28 years-
Gain YTD8.7009.28494%
Front LoadN/A5%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets128M23.1B1%
Annual Yield % from dividends1.500.58260%
Returns for 1 year15.811.381,148%
Returns for 3 years23.2818.70124%
Returns for 5 years67.6854.86123%
Returns for 10 years118.9846.19258%
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