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CVERX vs JVMCX
CVERX vs JVMCX Comparison
Open Charts CVERX vs JVMCX
Columbia Select Mid Cap Value Instl 2
Price$15.92
Change+$0.03 (+0.19%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$30.06
Change+$0.10 (+0.33%)
VolumeN/A
CapitalizationN/A
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CVERX vs JVMCX Comparison Chart
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CVERX vs. JVMCX commentary
Nov 10, 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 CVERX is a StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. CVERX (2.67B). CVERX pays higher dividends than JVMCX: CVERX (1.03) vs JVMCX (0.01). CVERX was incepted earlier than JVMCX: CVERX (12 years) vs JVMCX (13 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. CVERX (30.00). CVERX has a lower initial minimum investment than JVMCX: CVERX (0) vs JVMCX (1000). CVERX annual gain was more profitable for investors over the last year : 35.12 vs. JVMCX (27.12). JVMCX (43.30) and CVERX (42.77) have equivalent 5 years return.
| CVERX | JVMCX | CVERX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 17.885 | 15.972 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 24.3B | 11% |
| Annual Yield % from dividends | 1.03 | 0.01 | 7,228% |
| Returns for 1 year | 35.12 | 27.12 | 129% |
| Returns for 3 years | 6.80 | 6.84 | 99% |
| Returns for 5 years | 42.77 | 43.30 | 99% |
| Returns for 10 years | -10.45 | 52.85 | -20% |
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