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CVERX vs JVMIX
CVERX vs JVMIX Comparison
Open Charts CVERX vs JVMIX
Columbia Select Mid Cap Value Instl 2
Price$15.04
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.
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).
| CVERX | JVMIX | CVERX / JVMIX | |
| Total Expense Ratio | 0.80 | 0.87 | 92% |
| Annual Report Gross Expense Ratio | 0.80 | 0.88 | 91% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 4.531 | 9.314 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 23.1B | 11% |
| Annual Yield % from dividends | 0.95 | 0.78 | 123% |
| Returns for 1 year | 2.36 | 1.20 | 196% |
| Returns for 3 years | 25.61 | 21.47 | 119% |
| Returns for 5 years | 65.33 | 58.07 | 113% |
| Returns for 10 years | -3.34 | 50.28 | -7% |
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