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CVERX vs JVMRX
CVERX vs JVMRX Comparison
Open Charts CVERX vs JVMRX
Columbia Select Mid Cap Value Instl 2
Price$13.54
Change+$0.29 (+2.19%)
VolumeN/A
Net Assets2.21B
JHancock Disciplined Value Mid Cap R6
Price$25.65
Change+$0.44 (+1.75%)
VolumeN/A
Net Assets19.84B
CVERX vs JVMRX Comparison Chart
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CVERX vs. JVMRX commentary
Apr 25, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.8B vs. CVERX (2.21B). CVERX pays higher dividends than JVMRX: CVERX (1.07) vs JVMRX (0.94). CVERX was incepted earlier than JVMRX: CVERX (12 years) vs JVMRX (14 years). CVERX (0.82) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. CVERX (15.00). CVERX has a lower initial minimum investment than JVMRX: CVERX (0) vs JVMRX (1000000). CVERX annual gain was more profitable for investors over the last year : -7.83 vs. JVMRX (-10.81). CVERX return over 5 years is better than : 58.95 vs. JVMRX (54.49).
| CVERX | JVMRX | CVERX / JVMRX | |
| Total Expense Ratio | 0.82 | 0.75 | 109% |
| Annual Report Gross Expense Ratio | 0.82 | 0.76 | 108% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -9.566 | -6.422 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 19.8B | 11% |
| Annual Yield % from dividends | 1.07 | 0.94 | 114% |
| Returns for 1 year | -7.83 | -10.81 | 72% |
| Returns for 3 years | -3.27 | -4.15 | 79% |
| Returns for 5 years | 58.95 | 54.49 | 108% |
| Returns for 10 years | -21.77 | 26.37 | -83% |
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