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CLIQX vs JVMRX
CLIQX vs JVMRX Comparison
Open Charts CLIQX vs JVMRX
Clifford Capital Partners Super Instl
Price$18.76
Change-$0.91 (-4.63%)
VolumeN/A
Net Assets120.38M
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
CLIQX vs JVMRX Comparison Chart
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CLIQX vs. JVMRX commentary
Apr 05, 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 CLIQX is a StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. CLIQX (120M). CLIQX pays higher dividends than JVMRX: CLIQX (2.97) vs JVMRX (0.94). CLIQX was incepted earlier than JVMRX: CLIQX (5 years) vs JVMRX (14 years). CLIQX (1.08) is less costly to investors than JVMRX (0.76). CLIQX (47.10) and JVMRX (47.00) have comparable annual turnover. CLIQX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. CLIQX annual gain was more profitable for investors over the last year : 12.37 vs. JVMRX (-7.83). CLIQX return over 5 years is better than : 114.52 vs. JVMRX (90.92).
| CLIQX | JVMRX | CLIQX / JVMRX | |
| Total Expense Ratio | 0.82 | 0.75 | 109% |
| Annual Report Gross Expense Ratio | 1.08 | 0.76 | 142% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | -3.056 | -0.037 | 8,232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 21.4B | 1% |
| Annual Yield % from dividends | 2.97 | 0.94 | 316% |
| Returns for 1 year | 12.37 | -7.83 | -158% |
| Returns for 3 years | 5.81 | -0.32 | -1,808% |
| Returns for 5 years | 114.52 | 90.92 | 126% |
| Returns for 10 years | N/A | 34.80 | - |
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