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CVERX vs JVMRX
CVERX vs JVMRX Comparison
Open Charts CVERX vs JVMRX
Columbia Select Mid Cap Value Instl 2
Price$14.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.43B
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
CVERX vs JVMRX Comparison Chart in %
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CVERX vs. JVMRX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. CVERX (2.43B). CVERX pays higher dividends than JVMRX: CVERX (0.94) vs JVMRX (0.86). CVERX was incepted earlier than JVMRX: CVERX (13 years) vs JVMRX (14 years). CVERX (0.80) 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 : 5.34 vs. JVMRX (4.38). CVERX return over 5 years is better than : 55.96 vs. JVMRX (51.76).
| CVERX | JVMRX | CVERX / JVMRX | |
| Total Expense Ratio | 0.80 | 0.75 | 107% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 2.863 | 7.906 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 23.3B | 10% |
| Annual Yield % from dividends | 0.94 | 0.86 | 108% |
| Returns for 1 year | 5.34 | 4.38 | 122% |
| Returns for 3 years | 18.53 | 16.07 | 115% |
| Returns for 5 years | 55.96 | 51.76 | 108% |
| Returns for 10 years | -6.69 | 44.89 | -15% |
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