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CVERX vs JVMTX
CVERX vs JVMTX Comparison
Open Charts CVERX vs JVMTX
Columbia Select Mid Cap Value Instl 2
Price$16.00
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CVERX vs JVMTX Comparison Chart
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CVERX vs. JVMTX commentary
Nov 23, 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: 23.9B vs. CVERX (2.65B). 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 : 28.57 vs. JVMTX (21.93). JVMTX return over 5 years is better than : 47.50 vs. CVERX (43.73).
| 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 | 18.477 | 16.533 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 23.9B | 11% |
| Annual Yield % from dividends | 1.03 | 0.73 | 141% |
| Returns for 1 year | 28.57 | 21.93 | 130% |
| Returns for 3 years | 7.90 | 10.80 | 73% |
| Returns for 5 years | 43.73 | 47.50 | 92% |
| Returns for 10 years | -11.23 | 62.18 | -18% |
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