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CFDRX vs JVMTX
CFDRX vs JVMTX Comparison
Open Charts CFDRX vs JVMTX
Columbia Select Mid Cap Value Adv
Price$15.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CFDRX vs JVMTX Comparison Chart
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CFDRX vs. JVMTX commentary
Sep 20, 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: 23.1B vs. CFDRX (2.6B). 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 : 23.58 vs. JVMTX (16.17). JVMTX return over 5 years is better than : 42.36 vs. CFDRX (39.90).
| 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 | 13.445 | 10.022 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 23.1B | 11% |
| Annual Yield % from dividends | 0.95 | 0.73 | 130% |
| Returns for 1 year | 23.58 | 16.17 | 146% |
| Returns for 3 years | 12.75 | 10.42 | 122% |
| Returns for 5 years | 39.90 | 42.36 | 94% |
| Returns for 10 years | -14.41 | 58.91 | -24% |
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