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CVERX vs MVCAX
CVERX vs MVCAX Comparison
Open Charts CVERX vs MVCAX
Columbia Select Mid Cap Value Instl 2
Price$14.55
Change+$0.18 (+1.25%)
VolumeN/A
Net Assets2.36B
CVERX vs MVCAX Comparison Chart
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CVERX vs. MVCAX commentary
Jun 07, 2025
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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. CVERX (2.36B). CVERX pays higher dividends than MVCAX: CVERX (1.05) vs MVCAX (0.89). CVERX was incepted earlier than MVCAX: CVERX (13 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than CVERX (0.82). MVCAX is a more actively managed with annual turnover of: 27.00 vs. CVERX (10.00). CVERX has a lower initial minimum investment than MVCAX: CVERX (0) vs MVCAX (1000). CVERX annual gain was more profitable for investors over the last year : 0.10 vs. MVCAX (-5.05). CVERX return over 5 years is better than : 47.23 vs. MVCAX (40.08).
| CVERX | MVCAX | CVERX / MVCAX | |
| Total Expense Ratio | 0.82 | 0.99 | 83% |
| Annual Report Gross Expense Ratio | 0.82 | 1.00 | 82% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -0.342 | -2.151 | 16% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 16.7B | 14% |
| Annual Yield % from dividends | 1.05 | 0.89 | 117% |
| Returns for 1 year | 0.10 | -5.05 | -2% |
| Returns for 3 years | 5.46 | 0.85 | 640% |
| Returns for 5 years | 47.23 | 40.08 | 118% |
| Returns for 10 years | -13.10 | 55.19 | -24% |
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