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CVERX vs VMVIX
CVERX vs VMVIX Comparison
Open Charts CVERX vs VMVIX
Columbia Select Mid Cap Value Instl 2
Price$15.04
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets2.59B
Vanguard Mid-Cap Value Index Investor
Price$65.58
Change-$0.58 (-0.88%)
VolumeN/A
Net Assets30.1B
CVERX vs VMVIX Comparison Chart
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CVERX vs. VMVIX commentary
Jan 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. CVERX (2.59B). 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 : 16.93 vs. CVERX (12.35). VMVIX return over 5 years is better than : 40.11 vs. CVERX (32.98).
| 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 | 4.011 | 2.968 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.59B | 30.1B | 9% |
| Annual Yield % from dividends | 1.03 | 2.03 | 51% |
| Returns for 1 year | 12.35 | 16.93 | 73% |
| Returns for 3 years | 12.35 | 16.50 | 75% |
| Returns for 5 years | 32.98 | 40.11 | 82% |
| Returns for 10 years | -6.92 | 90.95 | -8% |