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CVERX vs JVMIX
CVERX vs JVMIX Comparison
Open Charts CVERX vs JVMIX
Columbia Select Mid Cap Value Instl 2
Price$16.30
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets2.69B
JHancock Disciplined Value Mid Cap I
Price$29.07
Change+$0.27 (+0.94%)
VolumeN/A
Net Assets24.68B
CVERX vs JVMIX Comparison Chart in %
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CVERX vs. JVMIX commentary
Jan 17, 2026
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: 24.7B vs. CVERX (2.69B). CVERX pays higher dividends than JVMIX: CVERX (0.82) vs JVMIX (0.75). 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 : 11.66 vs. JVMIX (6.03). CVERX return over 5 years is better than : 35.82 vs. JVMIX (23.20).
| 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 | 5.638 | 5.825 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 24.7B | 11% |
| Annual Yield % from dividends | 0.82 | 0.75 | 110% |
| Returns for 1 year | 11.66 | 6.03 | 193% |
| Returns for 3 years | 27.98 | 15.83 | 177% |
| Returns for 5 years | 35.82 | 23.20 | 154% |
| Returns for 10 years | 35.33 | 76.62 | 46% |
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