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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$20.09
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets120.62M
JHancock Disciplined Value Mid Cap R6
Price$27.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
CLIFX vs JVMRX Comparison Chart
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CLIFX vs. JVMRX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. CLIFX (121M). CLIFX pays higher dividends than JVMRX: CLIFX (1.55) vs JVMRX (0.91). 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 : 12.84 vs. JVMRX (-3.44). CLIFX return over 5 years is better than : 54.03 vs. JVMRX (40.08).
| 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 | 3.071 | 2.339 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 21.5B | 1% |
| Annual Yield % from dividends | 1.55 | 0.91 | 170% |
| Returns for 1 year | 12.84 | -3.44 | -373% |
| Returns for 3 years | 12.08 | 5.97 | 202% |
| Returns for 5 years | 54.03 | 40.08 | 135% |
| Returns for 10 years | 98.80 | 38.60 | 256% |
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