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CVERX vs JVMIX
CVERX vs JVMIX Comparison
Open Charts CVERX vs JVMIX
Columbia Select Mid Cap Value Instl 2
Price$15.12
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets2.48B
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
CVERX vs JVMIX Comparison Chart in %
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CVERX vs. JVMIX commentary
Aug 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. CVERX (2.48B). CVERX pays higher dividends than JVMIX: CVERX (0.94) vs JVMIX (0.76). 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 : 2.42 vs. JVMIX (0.76). CVERX return over 5 years is better than : 57.26 vs. JVMIX (50.10).
| 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 | 5.087 | 8.980 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 23.6B | 11% |
| Annual Yield % from dividends | 0.94 | 0.76 | 123% |
| Returns for 1 year | 2.42 | 0.76 | 319% |
| Returns for 3 years | 15.53 | 11.90 | 131% |
| Returns for 5 years | 57.26 | 50.10 | 114% |
| Returns for 10 years | -4.84 | 45.29 | -11% |
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