CLIFX
Price
$21.24
Change
-$0.39 (-1.80%)
Updated
Jul 24 closing price
Net Assets
127.76M
JVMRX
Price
$29.28
Change
-$0.22 (-0.75%)
Updated
Jul 24 closing price
Net Assets
23.09B
Interact to see
Advertisement

CLIFX vs JVMRX

Header iconCLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRXBanner chart's image
Clifford Capital Partners Institutional
Price$21.24
Change-$0.39 (-1.80%)
VolumeN/A
Net Assets127.76M
JHancock Disciplined Value Mid Cap R6
Price$29.28
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.09B
CLIFX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLIFX vs. JVMRX commentary
Jul 26, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. CLIFX (128M). CLIFX pays higher dividends than JVMRX: CLIFX (1.50) vs JVMRX (0.88). 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). 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 : 15.81 vs. JVMRX (2.36). CLIFX return over 5 years is better than : 67.68 vs. JVMRX (58.78).
CLIFXJVMRXCLIFX / JVMRX
Total Expense Ratio0.900.75120%
Annual Report Gross Expense Ratio1.170.76154%
Fund Existence11 years14 years-
Gain YTD8.7009.50392%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets128M23.1B1%
Annual Yield % from dividends1.500.88170%
Returns for 1 year15.812.36671%
Returns for 3 years23.2820.76112%
Returns for 5 years67.6858.78115%
Returns for 10 years118.9852.91225%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IYBFX24.910.01
+0.04%
Macquarie Balanced Fund Class R
VLSIX17.79N/A
N/A
Virtus KAR Long/Short Equity I
HMCRX15.26N/A
N/A
Harbor Mid Cap Retirement
MSGNX6.51N/A
N/A
MassMutual Small Cap Gr Eq R3
OAYBX37.47-0.17
-0.45%
Oakmark Equity and Income Advisor