Ad is loading...
CVERX vs JVMRX
CVERX vs JVMRX Comparison
Open Charts CVERX vs JVMRX
Columbia Select Mid Cap Value Instl 2
Price$13.40
Change-$0.81 (-5.70%)
VolumeN/A
Net Assets2.38B
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
CVERX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CVERX vs. JVMRX commentary
Apr 04, 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: 21.4B vs. CVERX (2.39B). 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 : -2.03 vs. JVMRX (-7.83). CVERX return over 5 years is better than : 100.43 vs. JVMRX (90.92).
| 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 | -1.451 | -0.037 | 3,910% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 21.4B | 11% |
| Annual Yield % from dividends | 1.07 | 0.94 | 114% |
| Returns for 1 year | -2.03 | -7.83 | 26% |
| Returns for 3 years | 2.61 | -0.32 | -813% |
| Returns for 5 years | 100.43 | 90.92 | 110% |
| Returns for 10 years | -15.09 | 34.80 | -43% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JMBS | 45.39 | 0.35 | +0.78% |
| Janus Henderson Mortgage-Backed Sec ETF | |||
| EMMF | 26.23 | -0.59 | -2.18% |
| WisdomTree Emerging Markets Mltfctr | |||
| EOD | 4.90 | -0.11 | -2.20% |
| Allspring Global Dividend Opportunity Fund | |||
| CHI | 9.51 | -0.27 | -2.76% |
| Calamos Convertible Opportunities and Income Fund | |||
| MEDI | 24.40 | -0.73 | -2.89% |
| Harbor Health Care ETF | |||