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CVERX vs MVCAX
CVERX vs MVCAX Comparison
Open Charts CVERX vs MVCAX
Columbia Select Mid Cap Value Instl 2
Price$13.54
Change+$0.29 (+2.19%)
VolumeN/A
Net Assets2.21B
CVERX vs MVCAX Comparison Chart
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CVERX vs. MVCAX commentary
Apr 25, 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: 15.8B vs. CVERX (2.21B). 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 : -7.83 vs. MVCAX (-8.95). MVCAX (59.24) and CVERX (58.95) 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 | -9.566 | -8.149 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 15.8B | 14% |
| Annual Yield % from dividends | 1.07 | 0.90 | 119% |
| Returns for 1 year | -7.83 | -8.95 | 87% |
| Returns for 3 years | -3.27 | -4.00 | 82% |
| Returns for 5 years | 58.95 | 59.24 | 100% |
| Returns for 10 years | -21.77 | 45.33 | -48% |
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