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CMVRX vs JVMSX
CMVRX vs JVMSX Comparison
Open Charts CMVRX vs JVMSX
Columbia Select Mid Cap Value R
Price$13.23
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets2.33B
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
CMVRX vs JVMSX Comparison Chart
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CMVRX 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 CMVRX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. CMVRX (2.33B). CMVRX pays higher dividends than JVMSX: CMVRX (0.56) vs JVMSX (0.46). CMVRX was incepted earlier than JVMSX: CMVRX (19 years) vs JVMSX (13 years). CMVRX (1.40) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. CMVRX (15.00). CMVRX (0) and JVMSX (0) have matching initial minimum investment requirements. CMVRX annual gain was more profitable for investors over the last year : -4.78 vs. JVMSX (-8.06). CMVRX return over 5 years is better than : 60.00 vs. JVMSX (52.90).
| CMVRX | JVMSX | CMVRX / JVMSX | |
| Total Expense Ratio | 1.40 | 1.25 | 112% |
| Annual Report Gross Expense Ratio | 1.40 | 1.26 | 111% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | -2.790 | -1.156 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 20.9B | 11% |
| Annual Yield % from dividends | 0.56 | 0.46 | 122% |
| Returns for 1 year | -4.78 | -8.06 | 59% |
| Returns for 3 years | 8.92 | 6.19 | 144% |
| Returns for 5 years | 60.00 | 52.90 | 113% |
| Returns for 10 years | -20.97 | 30.02 | -70% |
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