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CLIFX vs JVMCX
CLIFX vs JVMCX Comparison
Open Charts CLIFX vs JVMCX
Clifford Capital Partners Institutional
Price$19.13
Change-$0.18 (-0.93%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$27.43
Change-$0.38 (-1.37%)
VolumeN/A
CapitalizationN/A
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CLIFX vs JVMCX Comparison Chart
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CLIFX vs. JVMCX commentary
Sep 08, 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.3B vs. CLIFX (120M). CLIFX pays higher dividends than JVMCX: CLIFX (1.40) vs JVMCX (0.01). CLIFX was incepted earlier than JVMCX: CLIFX (11 years) vs JVMCX (13 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. CLIFX (27.59). JVMCX has a lower initial minimum investment than CLIFX: JVMCX (1000) vs CLIFX (100000). JVMCX (12.15) and CLIFX (11.96) have marching annual gain over last year. CLIFX return over 5 years is better than : 46.80 vs. JVMCX (36.68).
| CLIFX | JVMCX | CLIFX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 6.333 | 7.292 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 22.3B | 1% |
| Annual Yield % from dividends | 1.40 | 0.01 | 9,835% |
| Returns for 1 year | 11.96 | 12.15 | 98% |
| Returns for 3 years | 0.53 | 3.51 | 15% |
| Returns for 5 years | 46.80 | 36.68 | 128% |
| Returns for 10 years | 91.57 | 42.93 | 213% |
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