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CLIFX vs JVMIX
CLIFX vs JVMIX Comparison
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CLIFX vs JVMIX Comparison Chart in %
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CLIFX vs. JVMIX commentary
Aug 15, 2026
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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. CLIFX (186M). CLIFX pays higher dividends than JVMIX: CLIFX (1.08) vs JVMIX (0.66). CLIFX was incepted earlier than JVMIX: CLIFX (13 years) vs JVMIX (29 years). CLIFX (1.17) is less costly to investors than JVMIX (0.86). CLIFX is a more actively managed with annual turnover of: 71.51 vs. JVMIX (48.00). CLIFX has a lower initial minimum investment than JVMIX: CLIFX (100000) vs JVMIX (250000). CLIFX annual gain was more profitable for investors over the last year : 26.33 vs. JVMIX (9.25). CLIFX return over 5 years is better than : 45.76 vs. JVMIX (18.01).
| CLIFX | JVMIX | CLIFX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 1.17 | 0.86 | 136% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 21.642 | 17.874 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 24.4B | 1% |
| Annual Yield % from dividends | 1.08 | 0.66 | 164% |
| Returns for 1 year | 26.33 | 9.25 | 285% |
| Returns for 3 years | 59.24 | 24.75 | 239% |
| Returns for 5 years | 45.76 | 18.01 | 254% |
| Returns for 10 years | 147.50 | 63.69 | 232% |
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