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CVERX vs JVMIX
CVERX vs JVMIX Comparison
Open Charts CVERX vs JVMIX
Columbia Select Mid Cap Value Instl 2
Price$15.87
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.56B
JHancock Disciplined Value Mid Cap I
Price$30.07
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.39B
CVERX vs JVMIX Comparison Chart in %
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CVERX vs. JVMIX commentary
Dec 04, 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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. CVERX (2.56B). 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 : -0.75 vs. JVMIX (-5.91). CVERX return over 5 years is better than : 41.05 vs. JVMIX (33.54).
| CVERX | JVMIX | CVERX / JVMIX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 0.86 | 93% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 10.885 | 12.022 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 24.4B | 10% |
| Annual Yield % from dividends | 0.82 | 0.74 | 112% |
| Returns for 1 year | -0.75 | -5.91 | 13% |
| Returns for 3 years | 23.27 | 14.46 | 161% |
| Returns for 5 years | 41.05 | 33.54 | 122% |
| Returns for 10 years | 4.37 | 50.20 | 9% |
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