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CFDRX vs JVMTX
CFDRX vs JVMTX Comparison
Open Charts CFDRX vs JVMTX
Columbia Select Mid Cap Value Adv
Price$16.14
Change+$0.14 (+0.88%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$32.17
Change+$0.31 (+0.97%)
VolumeN/A
CapitalizationN/A
CFDRX vs JVMTX Comparison Chart
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CFDRX vs. JVMTX commentary
Nov 23, 2024
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 CFDRX is a StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. CFDRX (2.68B). CFDRX pays higher dividends than JVMTX: CFDRX (0.95) vs JVMTX (0.73). CFDRX was incepted earlier than JVMTX: CFDRX (12 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. CFDRX (30.00). JVMTX has a lower initial minimum investment than CFDRX: JVMTX (0) vs CFDRX (2000). CFDRX annual gain was more profitable for investors over the last year : 28.46 vs. JVMTX (21.93). JVMTX return over 5 years is better than : 47.50 vs. CFDRX (43.23).
| CFDRX | JVMTX | CFDRX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 18.403 | 16.533 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 24.2B | 11% |
| Annual Yield % from dividends | 0.95 | 0.73 | 130% |
| Returns for 1 year | 28.46 | 21.93 | 130% |
| Returns for 3 years | 7.67 | 10.80 | 71% |
| Returns for 5 years | 43.23 | 47.50 | 91% |
| Returns for 10 years | -11.61 | 62.18 | -19% |
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