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CMUCX vs JVMTX
CMUCX vs JVMTX Comparison
Open Charts CMUCX vs JVMTX
Columbia Select Mid Cap Value C
Price$12.08
Change+$0.07 (+0.58%)
VolumeN/A
Net Assets2.46B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
CMUCX vs JVMTX Comparison Chart in %
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CMUCX vs. JVMTX commentary
Jul 07, 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 CMUCX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. CMUCX (2.46B). JVMTX pays higher dividends than CMUCX: JVMTX (0.65) vs CMUCX (0.05). CMUCX was incepted earlier than JVMTX: CMUCX (24 years) vs JVMTX (12 years). CMUCX (1.90) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. CMUCX (10.00). JVMTX has a lower initial minimum investment than CMUCX: JVMTX (0) vs CMUCX (2000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. CMUCX (2.25). JVMTX return over 5 years is better than : 61.96 vs. CMUCX (55.51).
| CMUCX | JVMTX | CMUCX / JVMTX | |
| Total Expense Ratio | 1.90 | 1.00 | 190% |
| Annual Report Gross Expense Ratio | 1.90 | 1.11 | 171% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 1.967 | 8.361 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 22.6B | 11% |
| Annual Yield % from dividends | 0.05 | 0.65 | 8% |
| Returns for 1 year | 2.25 | 3.31 | 68% |
| Returns for 3 years | 21.51 | 23.47 | 92% |
| Returns for 5 years | 55.51 | 61.96 | 90% |
| Returns for 10 years | -21.94 | 46.97 | -47% |
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