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CVERX vs VMVIX
CVERX vs VMVIX Comparison
Open Charts CVERX vs VMVIX
Columbia Select Mid Cap Value Instl 2
Price$14.46
Change+$0.19 (+1.33%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$64.27
Change+$0.92 (+1.45%)
VolumeN/A
CapitalizationN/A
CVERX vs VMVIX Comparison Chart
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CVERX vs. VMVIX commentary
Dec 24, 2024
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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. CVERX (2.5B). VMVIX pays higher dividends than CVERX: VMVIX (2.03) vs CVERX (1.03). CVERX was incepted earlier than VMVIX: CVERX (12 years) vs VMVIX (18 years). CVERX is a more actively managed with annual turnover of: 30.00 vs. VMVIX (22.00). CVERX has a lower initial minimum investment than VMVIX: CVERX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 13.90 vs. CVERX (8.18). VMVIX return over 5 years is better than : 37.73 vs. CVERX (27.96).
| CVERX | VMVIX | CVERX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 7.305 | 12.821 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 32.8B | 8% |
| Annual Yield % from dividends | 1.03 | 2.03 | 51% |
| Returns for 1 year | 8.18 | 13.90 | 59% |
| Returns for 3 years | 5.43 | 12.18 | 45% |
| Returns for 5 years | 27.96 | 37.73 | 74% |
| Returns for 10 years | -12.71 | 84.28 | -15% |