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CVERX vs JVMRX
CVERX vs JVMRX Comparison
Open Charts CVERX vs JVMRX
Columbia Select Mid Cap Value Instl 2
Price$15.43
Change-$0.11 (-0.71%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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CVERX vs JVMRX Comparison Chart
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CVERX vs. JVMRX commentary
Sep 21, 2024
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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. CVERX (2.64B). CVERX pays higher dividends than JVMRX: CVERX (1.03) vs JVMRX (0.93). CVERX was incepted earlier than JVMRX: CVERX (12 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. CVERX (30.00). 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 : 23.68 vs. JVMRX (16.48). JVMRX return over 5 years is better than : 43.53 vs. CVERX (40.27).
| CVERX | JVMRX | CVERX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 13.516 | 10.234 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.64B | 23.4B | 11% |
| Annual Yield % from dividends | 1.03 | 0.93 | 110% |
| Returns for 1 year | 23.68 | 16.48 | 144% |
| Returns for 3 years | 13.07 | 10.98 | 119% |
| Returns for 5 years | 40.27 | 43.53 | 93% |
| Returns for 10 years | -13.97 | 61.39 | -23% |