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CVERX vs JVMRX
CVERX vs JVMRX Comparison
Open Charts CVERX vs JVMRX
Columbia Select Mid Cap Value Instl 2
Price$14.91
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets2.46B
JHancock Disciplined Value Mid Cap R6
Price$29.34
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets22.6B
CVERX vs JVMRX Comparison Chart in %
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CVERX vs. JVMRX commentary
Jul 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 CVERX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. CVERX (2.46B). CVERX pays higher dividends than JVMRX: CVERX (0.95) vs JVMRX (0.88). CVERX was incepted earlier than JVMRX: CVERX (13 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: 49.00 vs. CVERX (10.00). 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 : 3.73 vs. JVMRX (3.13). CVERX return over 5 years is better than : 71.48 vs. JVMRX (65.53).
| CVERX | JVMRX | CVERX / JVMRX | |
| Total Expense Ratio | 0.82 | 0.75 | 109% |
| Annual Report Gross Expense Ratio | 0.82 | 0.76 | 108% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 2.932 | 8.352 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 22.6B | 11% |
| Annual Yield % from dividends | 0.95 | 0.88 | 109% |
| Returns for 1 year | 3.73 | 3.13 | 119% |
| Returns for 3 years | 28.26 | 24.86 | 114% |
| Returns for 5 years | 71.48 | 65.53 | 109% |
| Returns for 10 years | -6.29 | 47.45 | -13% |
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