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CLIQX vs JVMSX
CLIQX vs JVMSX Comparison
Open Charts CLIQX vs JVMSX
Clifford Capital Partners Super Instl
Price$19.78
Change-$0.41 (-2.03%)
VolumeN/A
Net Assets121.65M
JHancock Disciplined Value Mid Cap R2
Price$27.10
Change-$0.60 (-2.17%)
VolumeN/A
Net Assets21.79B
CLIQX vs JVMSX Comparison Chart
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CLIQX vs. JVMSX commentary
May 23, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.8B vs. CLIQX (122M). CLIQX pays higher dividends than JVMSX: CLIQX (3.12) vs JVMSX (0.46). CLIQX was incepted earlier than JVMSX: CLIQX (6 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than CLIQX (1.08). CLIQX (47.10) and JVMSX (47.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than CLIQX: JVMSX (0) vs CLIQX (1000000). CLIQX annual gain was more profitable for investors over the last year : 9.83 vs. JVMSX (-4.65). CLIQX return over 5 years is better than : 75.03 vs. JVMSX (59.83).
| CLIQX | JVMSX | CLIQX / JVMSX | |
| Total Expense Ratio | 0.82 | 1.25 | 66% |
| Annual Report Gross Expense Ratio | 1.08 | 1.26 | 86% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | -2.514 | 3.320 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 21.8B | 1% |
| Annual Yield % from dividends | 3.12 | 0.46 | 682% |
| Returns for 1 year | 9.83 | -4.65 | -211% |
| Returns for 3 years | 16.12 | 12.07 | 134% |
| Returns for 5 years | 75.03 | 59.83 | 125% |
| Returns for 10 years | N/A | 33.35 | - |
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