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CLIFX vs JVMAX
CLIFX vs JVMAX Comparison
Open Charts CLIFX vs JVMAX
Clifford Capital Partners Institutional
Price$19.45
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets117.99M
JHancock Disciplined Value Mid Cap A
Price$25.14
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
CLIFX vs JVMAX Comparison Chart
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CLIFX vs. JVMAX commentary
May 12, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.9B vs. CLIFX (118M). CLIFX pays higher dividends than JVMAX: CLIFX (1.67) vs JVMAX (0.63). 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 . CLIFX (47.10) and JVMAX (47.00) 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 : 8.44 vs. JVMAX (-8.42). CLIFX return over 5 years is better than : 71.36 vs. JVMAX (51.71).
| CLIFX | JVMAX | CLIFX / JVMAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 1.17 | 1.13 | 104% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -0.461 | -1.101 | 42% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 20.9B | 1% |
| Annual Yield % from dividends | 1.67 | 0.63 | 265% |
| Returns for 1 year | 8.44 | -8.42 | -100% |
| Returns for 3 years | 11.15 | 5.51 | 203% |
| Returns for 5 years | 71.36 | 51.71 | 138% |
| Returns for 10 years | 90.01 | 28.25 | 319% |
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