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CVERX vs JVMCX
CVERX vs JVMCX Comparison
Open Charts CVERX vs JVMCX
Columbia Select Mid Cap Value Instl 2
Price$14.81
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets2.46B
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
CVERX vs JVMCX Comparison Chart in %
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CVERX vs. JVMCX 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 CVERX is a Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. CVERX (2.46B). CVERX pays higher dividends than JVMCX: CVERX (0.95) vs JVMCX (0.00). CVERX was incepted earlier than JVMCX: CVERX (13 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than CVERX (0.82). JVMCX is a more actively managed with annual turnover of: 47.00 vs. CVERX (10.00). CVERX has a lower initial minimum investment than JVMCX: CVERX (0) vs JVMCX (1000). CVERX annual gain was more profitable for investors over the last year : 4.74 vs. JVMCX (1.79). CVERX return over 5 years is better than : 70.53 vs. JVMCX (55.49).
| CVERX | JVMCX | CVERX / JVMCX | |
| Total Expense Ratio | 0.82 | 1.87 | 44% |
| Annual Report Gross Expense Ratio | 0.82 | 1.88 | 44% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 2.932 | 7.905 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 22.6B | 11% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 4.74 | 1.79 | 265% |
| Returns for 3 years | 28.04 | 20.12 | 139% |
| Returns for 5 years | 70.53 | 55.49 | 127% |
| Returns for 10 years | -5.44 | 35.64 | -15% |
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