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CVERX vs JVMTX
CVERX vs JVMTX Comparison
Open Charts CVERX vs JVMTX
Columbia Select Mid Cap Value Instl 2
Price$15.94
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.84
Change-$0.05 (-0.16%)
VolumeN/A
CapitalizationN/A
CVERX vs JVMTX Comparison Chart
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CVERX vs. JVMTX commentary
Nov 14, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. CVERX (2.68B). CVERX pays higher dividends than JVMTX: CVERX (1.03) vs JVMTX (0.73). CVERX was incepted earlier than JVMTX: CVERX (12 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. CVERX (30.00). CVERX (0) and JVMTX (0) have matching initial minimum investment requirements. CVERX annual gain was more profitable for investors over the last year : 29.74 vs. JVMTX (23.16). JVMTX return over 5 years is better than : 46.87 vs. CVERX (42.21).
| CVERX | JVMTX | CVERX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 18.033 | 16.459 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 24.3B | 11% |
| Annual Yield % from dividends | 1.03 | 0.73 | 141% |
| Returns for 1 year | 29.74 | 23.16 | 128% |
| Returns for 3 years | 7.15 | 9.15 | 78% |
| Returns for 5 years | 42.21 | 46.87 | 90% |
| Returns for 10 years | -9.91 | 64.84 | -15% |
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