CLIFX
Price
$21.24
Change
-$0.39 (-1.80%)
Updated
Jul 24 closing price
Net Assets
127.76M
JVMSX
Price
$29.06
Change
-$0.22 (-0.75%)
Updated
Jul 24 closing price
Net Assets
23.09B
Interact to see
Advertisement

CLIFX vs JVMSX

Header iconCLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSXBanner chart's image
Clifford Capital Partners Institutional
Price$21.24
Change-$0.39 (-1.80%)
VolumeN/A
Net Assets127.76M
JHancock Disciplined Value Mid Cap R2
Price$29.06
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.09B
CLIFX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLIFX vs. JVMSX commentary
Jul 26, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. CLIFX (128M). 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 : 15.81 vs. JVMSX (1.80). CLIFX return over 5 years is better than : 67.68 vs. JVMSX (56.12).
CLIFXJVMSXCLIFX / JVMSX
Total Expense Ratio0.901.2572%
Annual Report Gross Expense Ratio1.171.2693%
Fund Existence11 years13 years-
Gain YTD8.7009.21394%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets128M23.1B1%
Annual Yield % from dividends1.500.42358%
Returns for 1 year15.811.80878%
Returns for 3 years23.2819.51119%
Returns for 5 years67.6856.12121%
Returns for 10 years118.9848.14247%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IYBFX24.910.01
+0.04%
Macquarie Balanced Fund Class R
VLSIX17.79N/A
N/A
Virtus KAR Long/Short Equity I
HMCRX15.26N/A
N/A
Harbor Mid Cap Retirement
MSGNX6.51N/A
N/A
MassMutual Small Cap Gr Eq R3
OAYBX37.47-0.17
-0.45%
Oakmark Equity and Income Advisor