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CLIFX vs MVCAX
CLIFX vs MVCAX Comparison
Open Charts CLIFX vs MVCAX
Clifford Capital Partners Institutional
Price$19.45
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets117.99M
CLIFX vs MVCAX Comparison Chart
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CLIFX vs. MVCAX commentary
May 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. CLIFX (118M). CLIFX pays higher dividends than MVCAX: CLIFX (1.67) vs MVCAX (0.93). CLIFX was incepted earlier than MVCAX: CLIFX (11 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 : 8.44 vs. MVCAX (-8.04). CLIFX return over 5 years is better than : 71.36 vs. MVCAX (58.60).
| CLIFX | MVCAX | CLIFX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.17 | 1.00 | 117% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -0.461 | -4.042 | 11% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 16.5B | 1% |
| Annual Yield % from dividends | 1.67 | 0.93 | 179% |
| Returns for 1 year | 8.44 | -8.04 | -105% |
| Returns for 3 years | 11.15 | 6.20 | 180% |
| Returns for 5 years | 71.36 | 58.60 | 122% |
| Returns for 10 years | 90.01 | 51.61 | 174% |
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