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CLIFX vs JVMSX
CLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSX
Clifford Capital Partners Institutional
Price$19.99
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets122.11M
JHancock Disciplined Value Mid Cap R2
Price$27.35
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
CLIFX vs JVMSX Comparison Chart
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CLIFX vs. JVMSX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.5B vs. CLIFX (122M). 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 : 15.70 vs. JVMSX (-2.24). CLIFX return over 5 years is better than : 44.58 vs. JVMSX (23.61).
| 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 | 2.303 | 2.014 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 22.5B | 1% |
| Annual Yield % from dividends | 1.40 | 0.52 | 268% |
| Returns for 1 year | 15.70 | -2.24 | -702% |
| Returns for 3 years | 8.46 | 2.90 | 292% |
| Returns for 5 years | 44.58 | 23.61 | 189% |
| Returns for 10 years | 87.70 | 33.94 | 258% |
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