Interact to see
Advertisement
Advertisement
CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$22.35
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets133.48M
JHancock Disciplined Value Mid Cap A
Price$27.35
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets23.44B
CLIFX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLIFX vs. JVMAX commentary
Nov 20, 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: 23.4B vs. CLIFX (133M). CLIFX pays higher dividends than JVMAX: CLIFX (1.41) vs JVMAX (0.56). 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 : 13.63 vs. JVMAX (-7.80). CLIFX return over 5 years is better than : 49.24 vs. JVMAX (28.75).
| 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 | 14.381 | 7.356 | 195% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 23.4B | 1% |
| Annual Yield % from dividends | 1.41 | 0.56 | 253% |
| Returns for 1 year | 13.63 | -7.80 | -175% |
| Returns for 3 years | 24.18 | 10.81 | 224% |
| Returns for 5 years | 49.24 | 28.75 | 171% |
| Returns for 10 years | 133.82 | 39.29 | 341% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QLVE | 29.57 | N/A | N/A |
| FlexShares EMs Quality Lw Vol ETF | |||
| JHPI | 22.88 | -0.01 | -0.04% |
| JHancock Preferred Income ETF | |||
| FEM | 26.62 | -0.22 | -0.84% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| XT | 72.31 | -0.68 | -0.93% |
| iShares Future Exponential Techs ETF | |||
| HSBH | 78.72 | -1.63 | -2.03% |
| HSBC HOLDINGS PLC ADRHEDGED HSBH | |||