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CVERX vs JVMRX
CVERX vs JVMRX Comparison
Open Charts CVERX vs JVMRX
Columbia Select Mid Cap Value Instl 2
Price$14.55
Change+$0.18 (+1.25%)
VolumeN/A
Net Assets2.36B
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
CVERX vs JVMRX Comparison Chart
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CVERX vs. JVMRX commentary
Jun 07, 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: 21.5B vs. CVERX (2.36B). CVERX pays higher dividends than JVMRX: CVERX (1.05) vs JVMRX (0.91). 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: 47.00 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 : 0.10 vs. JVMRX (-2.97). CVERX return over 5 years is better than : 47.23 vs. JVMRX (40.13).
| 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 | -0.342 | 2.376 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 21.5B | 11% |
| Annual Yield % from dividends | 1.05 | 0.91 | 115% |
| Returns for 1 year | 0.10 | -2.97 | -3% |
| Returns for 3 years | 5.46 | 4.82 | 113% |
| Returns for 5 years | 47.23 | 40.13 | 118% |
| Returns for 10 years | -13.10 | 38.58 | -34% |
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