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CLIFX vs JVMSX
CLIFX vs JVMSX Comparison
Open Charts CLIFX vs JVMSX
Clifford Capital Partners Institutional
Price$18.02
Change+$0.24 (+1.35%)
VolumeN/A
Net Assets109.09M
JHancock Disciplined Value Mid Cap R2
Price$24.57
Change+$0.37 (+1.53%)
VolumeN/A
Net Assets19.24B
CLIFX vs JVMSX Comparison Chart
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CLIFX vs. JVMSX commentary
Apr 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 Hold and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.2B vs. CLIFX (109M). CLIFX pays higher dividends than JVMSX: CLIFX (1.59) vs JVMSX (0.45). 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 : 1.81 vs. JVMSX (-15.45). CLIFX return over 5 years is better than : 63.04 vs. JVMSX (42.98).
| 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 | -9.007 | -9.735 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 19.2B | 1% |
| Annual Yield % from dividends | 1.59 | 0.45 | 355% |
| Returns for 1 year | 1.81 | -15.45 | -12% |
| Returns for 3 years | -5.30 | -8.98 | 59% |
| Returns for 5 years | 63.04 | 42.98 | 147% |
| Returns for 10 years | 69.47 | 18.51 | 375% |
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