CLIFX
Price
$22.30
Change
-$0.05 (-0.22%)
Updated
Nov 19 closing price
Net Assets
134.15M
MVCAX
Price
$31.17
Change
-$0.07 (-0.22%)
Updated
Nov 19 closing price
Net Assets
16.44B
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CLIFX vs MVCAX

Header iconCLIFX vs MVCAX Comparison
Open Charts CLIFX vs MVCAXBanner chart's image
Clifford Capital Partners Institutional
Price$22.30
Change-$0.05 (-0.22%)
VolumeN/A
Net Assets134.15M
MFS Mid Cap Value A
Price$31.17
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets16.44B
CLIFX vs MVCAX Comparison Chart in %
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CLIFX vs. MVCAX commentary
Nov 20, 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 MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. CLIFX (134M). CLIFX pays higher dividends than MVCAX: CLIFX (1.41) vs MVCAX (0.85). CLIFX was incepted earlier than MVCAX: CLIFX (12 years) vs MVCAX (24 years). CLIFX (1.17) is less costly to investors than MVCAX (1.00). CLIFX is a more actively managed with annual turnover of: 47.10 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than CLIFX: MVCAX (1000) vs CLIFX (100000). CLIFX annual gain was more profitable for investors over the last year : 13.83 vs. MVCAX (-10.73). CLIFX return over 5 years is better than : 49.27 vs. MVCAX (32.26).
CLIFXMVCAXCLIFX / MVCAX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio1.171.00117%
Fund Existence12 years24 years-
Gain YTD14.1251.597884%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets134M16.4B1%
Annual Yield % from dividends1.410.85166%
Returns for 1 year13.83-10.73-129%
Returns for 3 years23.909.47252%
Returns for 5 years49.2732.26153%
Returns for 10 years133.2965.95202%
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