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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$19.45
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets117.99M
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
CLIFX vs JVMRX Comparison Chart
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CLIFX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. CLIFX (118M). CLIFX pays higher dividends than JVMRX: CLIFX (1.67) vs JVMRX (0.96). CLIFX was incepted earlier than JVMRX: CLIFX (11 years) vs JVMRX (14 years). CLIFX (1.17) is less costly to investors than JVMRX (0.76). CLIFX (47.10) and JVMRX (47.00) have comparable annual turnover. 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 : 8.44 vs. JVMRX (-7.52). CLIFX return over 5 years is better than : 71.36 vs. JVMRX (55.51).
| CLIFX | JVMRX | CLIFX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.75 | 120% |
| Annual Report Gross Expense Ratio | 1.17 | 0.76 | 154% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -0.461 | -0.965 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 20.9B | 1% |
| Annual Yield % from dividends | 1.67 | 0.96 | 173% |
| Returns for 1 year | 8.44 | -7.52 | -112% |
| Returns for 3 years | 11.15 | 7.37 | 151% |
| Returns for 5 years | 71.36 | 55.51 | 129% |
| Returns for 10 years | 90.01 | 34.25 | 263% |
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