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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$22.30
Change-$0.05 (-0.22%)
VolumeN/A
Net Assets134.15M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
CLIFX vs JVMRX Comparison Chart in %
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CLIFX vs. JVMRX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. CLIFX (134M). CLIFX pays higher dividends than JVMRX: CLIFX (1.41) vs JVMRX (0.85). CLIFX was incepted earlier than JVMRX: CLIFX (12 years) vs JVMRX (14 years). CLIFX (1.17) is less costly to investors than JVMRX (0.75). JVMRX (49.00) and CLIFX (47.10) 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 : 13.83 vs. JVMRX (-6.35). CLIFX return over 5 years is better than : 49.27 vs. JVMRX (33.25).
| CLIFX | JVMRX | CLIFX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 1.17 | 0.75 | 156% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 14.125 | 7.906 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 23.5B | 1% |
| Annual Yield % from dividends | 1.41 | 0.85 | 166% |
| Returns for 1 year | 13.83 | -6.35 | -218% |
| Returns for 3 years | 23.90 | 12.97 | 184% |
| Returns for 5 years | 49.27 | 33.25 | 148% |
| Returns for 10 years | 133.29 | 46.00 | 290% |
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