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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$19.99
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets122.11M
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
CLIFX vs JVMAX Comparison Chart
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CLIFX vs. JVMAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. CLIFX (122M). 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). CLIFX annual gain was more profitable for investors over the last year : 15.70 vs. JVMAX (-2.62). CLIFX return over 5 years is better than : 44.58 vs. JVMAX (22.67).
| 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 | 2.303 | 2.046 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 22.5B | 1% |
| Annual Yield % from dividends | 1.40 | 0.67 | 209% |
| Returns for 1 year | 15.70 | -2.62 | -600% |
| Returns for 3 years | 8.46 | 2.26 | 375% |
| Returns for 5 years | 44.58 | 22.67 | 197% |
| Returns for 10 years | 87.70 | 32.20 | 272% |
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