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CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
Clifford Capital Partners Institutional
Price$21.93
Change-$0.28 (-1.26%)
VolumeN/A
Net Assets131.24M
JHancock Disciplined Value Mid Cap R6
Price$29.60
Change-$0.27 (-0.90%)
VolumeN/A
Net Assets23.97B
CLIFX vs JVMRX Comparison Chart in %
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CLIFX vs. JVMRX commentary
Aug 15, 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: 24B vs. CLIFX (131M). CLIFX pays higher dividends than JVMRX: CLIFX (1.48) vs JVMRX (0.86). CLIFX was incepted earlier than JVMRX: CLIFX (12 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 : 19.13 vs. JVMRX (3.93). CLIFX return over 5 years is better than : 60.77 vs. JVMRX (53.14).
| CLIFX | JVMRX | CLIFX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.75 | 120% |
| Annual Report Gross Expense Ratio | 1.17 | 0.76 | 154% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 12.231 | 10.876 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 24B | 1% |
| Annual Yield % from dividends | 1.48 | 0.86 | 171% |
| Returns for 1 year | 19.13 | 3.93 | 487% |
| Returns for 3 years | 21.46 | 14.55 | 147% |
| Returns for 5 years | 60.77 | 53.14 | 114% |
| Returns for 10 years | 120.10 | 48.25 | 249% |
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