Ad is loading...
CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$19.99
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets122.11M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
CLIFX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLIFX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. CLIFX (122M). CLIFX pays higher dividends than JVMRX: CLIFX (1.40) vs JVMRX (0.93). CLIFX was incepted earlier than JVMRX: CLIFX (11 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. CLIFX (27.59). CLIFX has a lower initial minimum investment than JVMRX: CLIFX (100000) vs JVMRX (1000000). CLIFX annual gain was more profitable for investors over the last year : 15.70 vs. JVMRX (-1.71). CLIFX return over 5 years is better than : 44.58 vs. JVMRX (25.72).
| CLIFX | JVMRX | CLIFX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 2.303 | 2.079 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 22.5B | 1% |
| Annual Yield % from dividends | 1.40 | 0.93 | 150% |
| Returns for 1 year | 15.70 | -1.71 | -918% |
| Returns for 3 years | 8.46 | 4.02 | 211% |
| Returns for 5 years | 44.58 | 25.72 | 173% |
| Returns for 10 years | 87.70 | 38.31 | 229% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers