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CVERX vs VMVIX
CVERX vs VMVIX Comparison
Open Charts CVERX vs VMVIX
Columbia Select Mid Cap Value Instl 2
Price$13.40
Change-$0.81 (-5.70%)
VolumeN/A
Net Assets2.38B
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
CVERX vs VMVIX Comparison Chart
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CVERX vs. VMVIX 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. CVERX (2.39B). VMVIX pays higher dividends than CVERX: VMVIX (2.20) vs CVERX (1.07). CVERX was incepted earlier than VMVIX: CVERX (12 years) vs VMVIX (19 years). CVERX (0.82) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 22.00 vs. CVERX (15.00). 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 : 5.62 vs. CVERX (-2.03). VMVIX return over 5 years is better than : 116.35 vs. CVERX (100.43).
| CVERX | VMVIX | CVERX / VMVIX | |
| Total Expense Ratio | 0.82 | 0.19 | 432% |
| Annual Report Gross Expense Ratio | 0.82 | 0.19 | 432% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | -1.451 | 0.246 | -589% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 30.8B | 8% |
| Annual Yield % from dividends | 1.07 | 2.20 | 48% |
| Returns for 1 year | -2.03 | 5.62 | -36% |
| Returns for 3 years | 2.61 | 8.94 | 29% |
| Returns for 5 years | 100.43 | 116.35 | 86% |
| Returns for 10 years | -15.09 | 78.45 | -19% |
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