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CVERX vs JVMIX
CVERX vs JVMIX Comparison
Open Charts CVERX vs JVMIX
Columbia Select Mid Cap Value Instl 2
Price$15.45
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets2.5B
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
CVERX vs JVMIX Comparison Chart in %
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CVERX vs. JVMIX commentary
Oct 19, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. CVERX (2.5B). CVERX pays higher dividends than JVMIX: CVERX (0.84) vs JVMIX (0.74). CVERX was incepted earlier than JVMIX: CVERX (13 years) vs JVMIX (28 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 : -0.67 vs. JVMIX (-4.87). CVERX return over 5 years is better than : 54.57 vs. JVMIX (47.49).
| 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 | 28 years | - |
| Gain YTD | 7.612 | 9.759 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 23.9B | 10% |
| Annual Yield % from dividends | 0.84 | 0.74 | 113% |
| Returns for 1 year | -0.67 | -4.87 | 14% |
| Returns for 3 years | 32.89 | 25.37 | 130% |
| Returns for 5 years | 54.57 | 47.49 | 115% |
| Returns for 10 years | 1.98 | 51.49 | 4% |
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