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CVERX vs MVCAX
CVERX vs MVCAX Comparison
Open Charts CVERX vs MVCAX
Columbia Select Mid Cap Value Instl 2
Price$14.47
Change-$0.30 (-2.03%)
VolumeN/A
Net Assets2.45B
CVERX vs MVCAX Comparison Chart
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CVERX vs. MVCAX commentary
Feb 23, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. CVERX (2.46B). MVCAX pays higher dividends than CVERX: MVCAX (1.16) vs CVERX (1.03). CVERX was incepted earlier than MVCAX: CVERX (12 years) vs MVCAX (24 years). CVERX is a more actively managed with annual turnover of: 30.00 vs. MVCAX (19.00). 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 : 3.95 vs. MVCAX (1.20). MVCAX (28.23) and CVERX (27.29) have equivalent 5 years return.
| CVERX | MVCAX | CVERX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 0.069 | 0.391 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 17.4B | 14% |
| Annual Yield % from dividends | 1.03 | 1.16 | 89% |
| Returns for 1 year | 3.95 | 1.20 | 330% |
| Returns for 3 years | 7.32 | 3.99 | 184% |
| Returns for 5 years | 27.29 | 28.23 | 97% |
| Returns for 10 years | -13.44 | 60.23 | -22% |
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