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CLIFX vs JVMSX
CLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSX
Clifford Capital Partners Institutional
Price$20.04
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets119.38M
JHancock Disciplined Value Mid Cap R2
Price$27.82
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
CLIFX vs JVMSX Comparison Chart
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CLIFX vs. JVMSX commentary
Jan 19, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. CLIFX (119M). 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). CLIFX annual gain was more profitable for investors over the last year : 15.66 vs. JVMSX (5.25). CLIFX return over 5 years is better than : 39.87 vs. JVMSX (24.73).
| 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 | 2.559 | 3.767 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 23.1B | 1% |
| Annual Yield % from dividends | 1.40 | 0.52 | 268% |
| Returns for 1 year | 15.66 | 5.25 | 298% |
| Returns for 3 years | 5.23 | 0.55 | 948% |
| Returns for 5 years | 39.87 | 24.73 | 161% |
| Returns for 10 years | 96.95 | 44.47 | 218% |
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