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CLIFX vs JVMSX
CLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSX
Clifford Capital Partners Institutional
Price$19.90
Change-$0.11 (-0.55%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$31.11
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
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CLIFX vs JVMSX Comparison Chart
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CLIFX vs. JVMSX commentary
Oct 18, 2024
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.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. CLIFX (125M). CLIFX pays higher dividends than JVMSX: CLIFX (1.40) vs JVMSX (0.52). CLIFX was incepted earlier than JVMSX: CLIFX (11 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. CLIFX (27.59). JVMSX has a lower initial minimum investment than CLIFX: JVMSX (0) vs CLIFX (100000). JVMSX annual gain was more profitable for investors over the last year : 21.82 vs. CLIFX (15.95). JVMSX (48.78) and CLIFX (47.85) have equivalent 5 years return.
| CLIFX | JVMSX | CLIFX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 10.187 | 14.055 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 23.9B | 1% |
| Annual Yield % from dividends | 1.40 | 0.52 | 268% |
| Returns for 1 year | 15.95 | 21.82 | 73% |
| Returns for 3 years | 2.89 | 9.16 | 32% |
| Returns for 5 years | 47.85 | 48.78 | 98% |
| Returns for 10 years | 107.08 | 74.28 | 144% |
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