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CVERX vs JVMIX
CVERX vs JVMIX Comparison
Open Charts CVERX vs JVMIX
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 I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
CVERX vs JVMIX Comparison Chart in %
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CVERX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. CVERX (2.46B). 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 (0.82). JVMIX is a more actively managed with annual turnover of: 47.00 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 : 4.74 vs. JVMIX (3.45). CVERX return over 5 years is better than : 70.53 vs. JVMIX (62.76).
| CVERX | JVMIX | CVERX / JVMIX | |
| Total Expense Ratio | 0.82 | 0.87 | 94% |
| Annual Report Gross Expense Ratio | 0.82 | 0.88 | 93% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 2.932 | 8.423 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 22.6B | 11% |
| Annual Yield % from dividends | 0.95 | 0.78 | 123% |
| Returns for 1 year | 4.74 | 3.45 | 138% |
| Returns for 3 years | 28.04 | 23.84 | 118% |
| Returns for 5 years | 70.53 | 62.76 | 112% |
| Returns for 10 years | -5.44 | 48.34 | -11% |
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