CLIFX
Price
$18.02
Change
+$0.24 (+1.35%)
Updated
Apr 11 closing price
Net Assets
109.09M
MVCAX
Price
$27.52
Change
+$0.36 (+1.33%)
Updated
Apr 11 closing price
Net Assets
15.23B
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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$18.02
Change+$0.24 (+1.35%)
VolumeN/A
Net Assets109.09M
MFS Mid Cap Value A
Price$27.52
Change+$0.36 (+1.33%)
VolumeN/A
Net Assets15.23B
CLIFX vs MVCAX Comparison Chart
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CLIFX vs. MVCAX 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 MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.2B vs. CLIFX (109M). CLIFX pays higher dividends than MVCAX: CLIFX (1.59) vs MVCAX (0.90). 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 : 1.81 vs. MVCAX (-12.97). CLIFX return over 5 years is better than : 63.04 vs. MVCAX (49.10).
CLIFXMVCAXCLIFX / MVCAX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio1.171.00117%
Fund Existence11 years24 years-
Gain YTD-9.007-11.47379%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets109M15.2B1%
Annual Yield % from dividends1.590.90176%
Returns for 1 year1.81-12.97-14%
Returns for 3 years-5.30-8.0966%
Returns for 5 years63.0449.10128%
Returns for 10 years69.4739.26177%
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