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CVERX vs JVMIX
CVERX vs JVMIX Comparison
Open Charts CVERX vs JVMIX
Columbia Select Mid Cap Value Instl 2
Price$15.55
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets2.58B
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
CVERX vs JVMIX Comparison Chart in %
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CVERX vs. JVMIX commentary
Sep 08, 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: 24.3B vs. CVERX (2.58B). CVERX pays higher dividends than JVMIX: CVERX (0.90) 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 : 4.62 vs. JVMIX (2.91). CVERX return over 5 years is better than : 61.68 vs. JVMIX (54.86).
| 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 | 8.145 | 11.985 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 24.3B | 11% |
| Annual Yield % from dividends | 0.90 | 0.74 | 121% |
| Returns for 1 year | 4.62 | 2.91 | 159% |
| Returns for 3 years | 29.23 | 24.95 | 117% |
| Returns for 5 years | 61.68 | 54.86 | 112% |
| Returns for 10 years | 3.84 | 58.60 | 7% |
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