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CVERX vs MVCAX
CVERX vs MVCAX Comparison
Open Charts CVERX vs MVCAX
Columbia Select Mid Cap Value Instl 2
Price$13.40
Change-$0.81 (-5.70%)
VolumeN/A
Net Assets2.38B
CVERX vs MVCAX Comparison Chart
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CVERX vs. MVCAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. CVERX (2.39B). CVERX pays higher dividends than MVCAX: CVERX (1.07) vs MVCAX (0.90). CVERX was incepted earlier than MVCAX: CVERX (12 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 (15.00). 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 : -2.03 vs. MVCAX (-4.59). CVERX (100.43) and MVCAX (96.65) have equivalent 5 years return.
| CVERX | MVCAX | CVERX / MVCAX | |
| Total Expense Ratio | 0.82 | 0.99 | 83% |
| Annual Report Gross Expense Ratio | 0.82 | 1.00 | 82% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -1.451 | -1.369 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 16.9B | 14% |
| Annual Yield % from dividends | 1.07 | 0.90 | 119% |
| Returns for 1 year | -2.03 | -4.59 | 44% |
| Returns for 3 years | 2.61 | 0.73 | 357% |
| Returns for 5 years | 100.43 | 96.65 | 104% |
| Returns for 10 years | -15.09 | 55.23 | -27% |
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