CVERX
Price
$15.04
Change
+$0.08 (+0.53%)
Updated
Jul 25 closing price
Net Assets
2.48B
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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CVERX vs JVMIX

Header iconCVERX vs JVMIX Comparison
Open Charts CVERX vs JVMIXBanner chart's image
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 I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
CVERX vs JVMIX Comparison Chart in %
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CVERX vs. JVMIX 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 JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. CVERX (2.48B). CVERX pays higher dividends than JVMIX: CVERX (0.95) vs JVMIX (0.78). CVERX was incepted earlier than JVMIX: CVERX (13 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than CVERX (0.80). JVMIX is a more actively managed with annual turnover of: 49.00 vs. CVERX (10.00). CVERX has a lower initial minimum investment than JVMIX: CVERX (0) vs JVMIX (250000). CVERX annual gain was more profitable for investors over the last year : 2.36 vs. JVMIX (1.20). CVERX return over 5 years is better than : 65.33 vs. JVMIX (58.07).
CVERXJVMIXCVERX / JVMIX
Total Expense Ratio0.800.8792%
Annual Report Gross Expense Ratio0.800.8891%
Fund Existence13 years28 years-
Gain YTD4.5319.31449%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.48B23.1B11%
Annual Yield % from dividends0.950.78123%
Returns for 1 year2.361.20196%
Returns for 3 years25.6121.47119%
Returns for 5 years65.3358.07113%
Returns for 10 years-3.3450.28-7%
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