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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$19.90
Change-$0.11 (-0.55%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.70
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
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CLIFX vs JVMAX Comparison Chart
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CLIFX vs. JVMAX commentary
Oct 18, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. CLIFX (125M). CLIFX pays higher dividends than JVMAX: CLIFX (1.40) vs JVMAX (0.67). CLIFX was incepted earlier than JVMAX: CLIFX (11 years) vs JVMAX (27 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 : 21.79 vs. CLIFX (15.95). JVMAX (48.38) and CLIFX (47.85) 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 | 27 years | - |
| Gain YTD | 10.187 | 14.159 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 23.9B | 1% |
| Annual Yield % from dividends | 1.40 | 0.67 | 209% |
| Returns for 1 year | 15.95 | 21.79 | 73% |
| Returns for 3 years | 2.89 | 8.78 | 33% |
| Returns for 5 years | 47.85 | 48.38 | 99% |
| Returns for 10 years | 107.08 | 72.72 | 147% |
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