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CVERX vs JVMTX
CVERX vs JVMTX Comparison
Open Charts CVERX vs JVMTX
Columbia Select Mid Cap Value Instl 2
Price$14.46
Change+$0.19 (+1.33%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.16
Change+$0.33 (+1.11%)
VolumeN/A
CapitalizationN/A
CVERX vs JVMTX Comparison Chart
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CVERX vs. JVMTX commentary
Dec 24, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.3B vs. CVERX (2.5B). 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. JVMTX annual gain was more profitable for investors over the last year : 11.85 vs. CVERX (8.18). JVMTX return over 5 years is better than : 38.08 vs. CVERX (27.96).
| 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 | 7.305 | 11.074 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 20.3B | 12% |
| Annual Yield % from dividends | 1.03 | 0.73 | 141% |
| Returns for 1 year | 8.18 | 11.85 | 69% |
| Returns for 3 years | 5.43 | 14.48 | 37% |
| Returns for 5 years | 27.96 | 38.08 | 73% |
| Returns for 10 years | -12.71 | 55.25 | -23% |
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