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CLIFX vs MVCAX
CLIFX vs MVCAX Comparison
Open Charts CLIFX vs MVCAX
Clifford Capital Partners Institutional
Price$21.24
Change-$0.39 (-1.80%)
VolumeN/A
Net Assets127.76M
CLIFX vs MVCAX Comparison Chart in %
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CLIFX vs. MVCAX 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. CLIFX (128M). CLIFX pays higher dividends than MVCAX: CLIFX (1.50) vs MVCAX (0.87). 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 : 15.81 vs. MVCAX (-0.97). CLIFX return over 5 years is better than : 67.68 vs. MVCAX (54.78).
| 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 | 8.700 | 3.944 | 221% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 17.3B | 1% |
| Annual Yield % from dividends | 1.50 | 0.87 | 172% |
| Returns for 1 year | 15.81 | -0.97 | -1,638% |
| Returns for 3 years | 23.28 | 15.94 | 146% |
| Returns for 5 years | 67.68 | 54.78 | 124% |
| Returns for 10 years | 118.98 | 69.86 | 170% |
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