Interact to see
Advertisement
Advertisement
CLIFX vs JVMRX
CLIFX vs JVMRX Comparison
Open Charts CLIFX vs JVMRX
CLIFX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLIFX vs. JVMRX commentary
Jul 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. CLIFX (175M). CLIFX pays higher dividends than JVMRX: CLIFX (1.11) vs JVMRX (0.78). CLIFX was incepted earlier than JVMRX: CLIFX (12 years) vs JVMRX (15 years). CLIFX (1.17) is less costly to investors than JVMRX (0.75). CLIFX is a more actively managed with annual turnover of: 71.51 vs. JVMRX (48.00). 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 : 25.77 vs. JVMRX (6.79). CLIFX return over 5 years is better than : 35.77 vs. JVMRX (12.69).
| CLIFX | JVMRX | CLIFX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 1.17 | 0.75 | 156% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 15.979 | 11.981 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 23.4B | 1% |
| Annual Yield % from dividends | 1.11 | 0.78 | 143% |
| Returns for 1 year | 25.77 | 6.79 | 380% |
| Returns for 3 years | 56.93 | 20.15 | 283% |
| Returns for 5 years | 35.77 | 12.69 | 282% |
| Returns for 10 years | 160.08 | 64.88 | 247% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers