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CMUCX vs JVMRX
CMUCX vs JVMRX Comparison
Open Charts CMUCX vs JVMRX
Columbia Select Mid Cap Value C
Price$11.33
Change-$0.25 (-2.16%)
VolumeN/A
Net Assets2.39B
JHancock Disciplined Value Mid Cap R6
Price$26.22
Change-$0.49 (-1.83%)
VolumeN/A
Net Assets21.34B
CMUCX vs JVMRX Comparison Chart
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CMUCX vs. JVMRX commentary
Mar 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.3B vs. CMUCX (2.39B). JVMRX pays higher dividends than CMUCX: JVMRX (0.91) vs CMUCX (0.10). 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 : -3.32 vs. JVMRX (-7.35). JVMRX return over 5 years is better than : 41.97 vs. CMUCX (34.37).
| 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 | -2.278 | -0.854 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 21.3B | 11% |
| Annual Yield % from dividends | 0.10 | 0.91 | 11% |
| Returns for 1 year | -3.32 | -7.35 | 45% |
| Returns for 3 years | 3.29 | 4.80 | 69% |
| Returns for 5 years | 34.37 | 41.97 | 82% |
| Returns for 10 years | -27.61 | 37.97 | -73% |
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