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CLIFX vs JVMSX
CLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSX
Clifford Capital Partners Institutional
Price$19.45
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets117.99M
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
CLIFX vs JVMSX Comparison Chart
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CLIFX vs. JVMSX commentary
May 12, 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.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. CLIFX (118M). CLIFX pays higher dividends than JVMSX: CLIFX (1.67) vs JVMSX (0.46). 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). CLIFX (47.10) and JVMSX (47.00) 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 : 8.44 vs. JVMSX (-8.06). CLIFX return over 5 years is better than : 71.36 vs. JVMSX (52.90).
| CLIFX | JVMSX | CLIFX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.25 | 72% |
| Annual Report Gross Expense Ratio | 1.17 | 1.26 | 93% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -0.461 | -1.156 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 20.9B | 1% |
| Annual Yield % from dividends | 1.67 | 0.46 | 364% |
| Returns for 1 year | 8.44 | -8.06 | -105% |
| Returns for 3 years | 11.15 | 6.19 | 180% |
| Returns for 5 years | 71.36 | 52.90 | 135% |
| Returns for 10 years | 90.01 | 30.02 | 300% |
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