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CMUCX vs JVMRX
CMUCX vs JVMRX Comparison
Open Charts CMUCX vs JVMRX
Columbia Select Mid Cap Value C
Price$10.85
Change+$0.80 (+7.96%)
VolumeN/A
Net Assets2.05B
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
CMUCX vs JVMRX Comparison Chart
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CMUCX vs. JVMRX commentary
Apr 11, 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 CMUCX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. CMUCX (2.05B). JVMRX pays higher dividends than CMUCX: JVMRX (0.94) vs CMUCX (0.09). CMUCX was incepted earlier than JVMRX: CMUCX (23 years) vs JVMRX (14 years). CMUCX (1.90) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. CMUCX (15.00). CMUCX has a lower initial minimum investment than JVMRX: CMUCX (2000) vs JVMRX (1000000). CMUCX annual gain was more profitable for investors over the last year : -17.61 vs. JVMRX (-20.09). JVMRX return over 5 years is better than : 39.55 vs. CMUCX (32.79).
| CMUCX | JVMRX | CMUCX / JVMRX | |
| Total Expense Ratio | 1.90 | 0.75 | 253% |
| Annual Report Gross Expense Ratio | 1.90 | 0.76 | 250% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -15.168 | -13.252 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 18.5B | 11% |
| Annual Yield % from dividends | 0.09 | 0.94 | 10% |
| Returns for 1 year | -17.61 | -20.09 | 88% |
| Returns for 3 years | -14.73 | -12.51 | 118% |
| Returns for 5 years | 32.79 | 39.55 | 83% |
| Returns for 10 years | -39.31 | 16.87 | -233% |
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