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CMUCX vs JVMSX
CMUCX vs JVMSX Comparison
Open Charts CMUCX vs JVMSX
Columbia Select Mid Cap Value C
Price$11.49
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.33B
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
CMUCX vs JVMSX Comparison Chart
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CMUCX vs. JVMSX commentary
May 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. CMUCX (2.33B). JVMSX pays higher dividends than CMUCX: JVMSX (0.46) vs CMUCX (0.09). CMUCX was incepted earlier than JVMSX: CMUCX (23 years) vs JVMSX (13 years). CMUCX (1.90) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. CMUCX (15.00). JVMSX has a lower initial minimum investment than CMUCX: JVMSX (0) vs CMUCX (2000). CMUCX annual gain was more profitable for investors over the last year : -6.12 vs. JVMSX (-8.06). JVMSX (52.90) and CMUCX (51.81) have equivalent 5 years return.
| CMUCX | JVMSX | CMUCX / JVMSX | |
| Total Expense Ratio | 1.90 | 1.25 | 152% |
| Annual Report Gross Expense Ratio | 1.90 | 1.26 | 151% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -3.013 | -1.156 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 20.9B | 11% |
| Annual Yield % from dividends | 0.09 | 0.46 | 20% |
| Returns for 1 year | -6.12 | -8.06 | 76% |
| Returns for 3 years | 5.52 | 6.19 | 89% |
| Returns for 5 years | 51.81 | 52.90 | 98% |
| Returns for 10 years | -29.85 | 30.02 | -99% |
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