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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$21.27
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets125.61M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets22.34B
CLIFX vs JVMRX Comparison Chart in %
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CLIFX vs. JVMRX commentary
Jul 03, 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: 22.3B vs. CLIFX (126M). 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 : 21.66 vs. JVMRX (2.57). CLIFX return over 5 years is better than : 75.23 vs. JVMRX (61.42).
| 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 | 8.854 | 7.238 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 22.3B | 1% |
| Annual Yield % from dividends | 1.50 | 0.88 | 170% |
| Returns for 1 year | 21.66 | 2.57 | 843% |
| Returns for 3 years | 26.27 | 22.70 | 116% |
| Returns for 5 years | 75.23 | 61.42 | 122% |
| Returns for 10 years | 110.87 | 46.92 | 236% |
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