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CVERX vs JVMCX
CVERX vs JVMCX Comparison
Open Charts CVERX vs JVMCX
Columbia Select Mid Cap Value Instl 2
Price$15.04
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets2.48B
JHancock Disciplined Value Mid Cap C
Price$27.50
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets23.06B
CVERX vs JVMCX Comparison Chart in %
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CVERX vs. JVMCX commentary
Jul 27, 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: 23.1B vs. CVERX (2.48B). 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 (0.80). JVMCX is a more actively managed with annual turnover of: 49.00 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 : 2.36 vs. JVMCX (-0.47). CVERX return over 5 years is better than : 65.33 vs. JVMCX (50.96).
| CVERX | JVMCX | CVERX / JVMCX | |
| Total Expense Ratio | 0.80 | 1.87 | 43% |
| Annual Report Gross Expense Ratio | 0.80 | 1.88 | 43% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 4.531 | 8.696 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 23.1B | 11% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 2.36 | -0.47 | -501% |
| Returns for 3 years | 25.61 | 17.84 | 144% |
| Returns for 5 years | 65.33 | 50.96 | 128% |
| Returns for 10 years | -3.34 | 37.38 | -9% |
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