CLIFX
Price
$21.27
Change
+$0.15 (+0.71%)
Updated
Jul 2 closing price
Net Assets
125.61M
JVMSX
Price
$28.83
Change
+$0.15 (+0.52%)
Updated
Jul 2 closing price
Net Assets
22.34B
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CLIFX vs JVMSX

Header iconCLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSXBanner chart's image
Clifford Capital Partners Institutional
Price$21.27
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets125.61M
JHancock Disciplined Value Mid Cap R2
Price$28.83
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets22.34B
CLIFX vs JVMSX Comparison Chart in %
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CLIFX vs. JVMSX 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 JVMSX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.3B vs. CLIFX (126M). CLIFX pays higher dividends than JVMSX: CLIFX (1.50) vs JVMSX (0.42). CLIFX was incepted earlier than JVMSX: CLIFX (11 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than CLIFX (1.17). JVMSX (49.00) and CLIFX (47.10) have comparable annual turnover. JVMSX has a lower initial minimum investment than CLIFX: JVMSX (0) vs CLIFX (100000). CLIFX annual gain was more profitable for investors over the last year : 21.66 vs. JVMSX (2.01). CLIFX return over 5 years is better than : 75.23 vs. JVMSX (58.69).
CLIFXJVMSXCLIFX / JVMSX
Total Expense Ratio0.901.2572%
Annual Report Gross Expense Ratio1.171.2693%
Fund Existence11 years13 years-
Gain YTD8.8546.975127%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets126M22.3B1%
Annual Yield % from dividends1.500.42358%
Returns for 1 year21.662.011,078%
Returns for 3 years26.2721.38123%
Returns for 5 years75.2358.69128%
Returns for 10 years110.8742.29262%
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