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CVERX vs JVMIX
CVERX vs JVMIX Comparison
Open Charts CVERX vs JVMIX
Columbia Select Mid Cap Value Instl 2
Price$15.82
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets2.57B
JHancock Disciplined Value Mid Cap I
Price$30.26
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets24.36B
CVERX vs JVMIX Comparison Chart in %
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CVERX vs. JVMIX commentary
Oct 06, 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 CVERX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. CVERX (2.57B). CVERX pays higher dividends than JVMIX: CVERX (0.84) vs JVMIX (0.74). CVERX was incepted earlier than JVMIX: CVERX (13 years) vs JVMIX (28 years). JVMIX (0.86) is less costly to investors than CVERX (0.80). JVMIX is a more actively managed with annual turnover of: 49.00 vs. CVERX (10.00). CVERX has a lower initial minimum investment than JVMIX: CVERX (0) vs JVMIX (250000). CVERX annual gain was more profitable for investors over the last year : 3.55 vs. JVMIX (0.03). CVERX return over 5 years is better than : 65.23 vs. JVMIX (57.08).
| CVERX | JVMIX | CVERX / JVMIX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 0.86 | 93% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 10.189 | 12.282 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 24.4B | 11% |
| Annual Yield % from dividends | 0.84 | 0.74 | 113% |
| Returns for 1 year | 3.55 | 0.03 | 10,870% |
| Returns for 3 years | 33.95 | 26.83 | 127% |
| Returns for 5 years | 65.23 | 57.08 | 114% |
| Returns for 10 years | 6.74 | 59.02 | 11% |
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