CVERX
Price
$15.68
Change
+$0.13 (+0.84%)
Updated
Dec 11 closing price
Net Assets
2.61B
JVMIX
Price
$30.85
Change
+$0.26 (+0.85%)
Updated
Dec 11 closing price
Net Assets
24.75B
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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$15.68
Change+$0.13 (+0.84%)
VolumeN/A
Net Assets2.61B
JHancock Disciplined Value Mid Cap I
Price$30.85
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets24.75B
CVERX vs JVMIX Comparison Chart in %
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CVERX vs. JVMIX commentary
Dec 13, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. CVERX (2.61B). CVERX pays higher dividends than JVMIX: CVERX (0.82) vs JVMIX (0.74). CVERX was incepted earlier than JVMIX: CVERX (13 years) vs JVMIX (29 years). JVMIX (0.86) 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 : 4.79 vs. JVMIX (-1.78). CVERX return over 5 years is better than : 39.16 vs. JVMIX (36.05).
CVERXJVMIXCVERX / JVMIX
Total Expense Ratio0.800.8594%
Annual Report Gross Expense Ratio0.800.8693%
Fund Existence13 years29 years-
Gain YTD9.21414.47164%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.61B24.7B11%
Annual Yield % from dividends0.820.74112%
Returns for 1 year4.79-1.78-269%
Returns for 3 years26.1519.69133%
Returns for 5 years39.1636.05109%
Returns for 10 years19.9460.8333%
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