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CVERX vs MVCAX
CVERX vs MVCAX Comparison
Open Charts CVERX vs MVCAX
Columbia Select Mid Cap Value Instl 2
Price$15.50
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets2.51B
CVERX vs MVCAX Comparison Chart in %
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CVERX vs. MVCAX commentary
Aug 30, 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: 17.3B vs. CVERX (2.52B). CVERX pays higher dividends than MVCAX: CVERX (0.94) vs MVCAX (0.86). CVERX was incepted earlier than MVCAX: CVERX (13 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than CVERX (0.80). 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 : 2.58 vs. MVCAX (-4.00). CVERX return over 5 years is better than : 60.04 vs. MVCAX (50.57).
| CVERX | MVCAX | CVERX / MVCAX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.00 | 80% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 8.006 | 5.411 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 17.3B | 15% |
| Annual Yield % from dividends | 0.94 | 0.86 | 109% |
| Returns for 1 year | 2.58 | -4.00 | -64% |
| Returns for 3 years | 26.72 | 16.05 | 166% |
| Returns for 5 years | 60.04 | 50.57 | 119% |
| Returns for 10 years | 6.59 | 80.35 | 8% |
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