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CVERX vs JVMTX
CVERX vs JVMTX Comparison
Open Charts CVERX vs JVMTX
Columbia Select Mid Cap Value Instl 2
Price$15.43
Change-$0.11 (-0.71%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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CVERX vs JVMTX Comparison Chart
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CVERX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. CVERX (2.64B). 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 : 23.68 vs. JVMTX (16.17). JVMTX return over 5 years is better than : 42.36 vs. CVERX (40.27).
| 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 | 13.516 | 10.022 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.64B | 23.4B | 11% |
| Annual Yield % from dividends | 1.03 | 0.73 | 141% |
| Returns for 1 year | 23.68 | 16.17 | 146% |
| Returns for 3 years | 13.07 | 10.42 | 125% |
| Returns for 5 years | 40.27 | 42.36 | 95% |
| Returns for 10 years | -13.97 | 58.91 | -24% |
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