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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$18.02
Change+$0.24 (+1.35%)
VolumeN/A
Net Assets109.09M
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
CLIFX vs JVMRX Comparison Chart
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CLIFX vs. JVMRX commentary
Apr 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 Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. CLIFX (109M). CLIFX pays higher dividends than JVMRX: CLIFX (1.59) vs JVMRX (0.94). 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 : 1.81 vs. JVMRX (-14.99). CLIFX return over 5 years is better than : 63.04 vs. JVMRX (45.40).
| 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 | -9.007 | -9.614 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 19.2B | 1% |
| Annual Yield % from dividends | 1.59 | 0.94 | 169% |
| Returns for 1 year | 1.81 | -14.99 | -12% |
| Returns for 3 years | -5.30 | -7.97 | 67% |
| Returns for 5 years | 63.04 | 45.40 | 139% |
| Returns for 10 years | 69.47 | 22.35 | 311% |
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