CVERX
Price
$15.45
Change
+$0.09 (+0.59%)
Updated
Oct 17 closing price
Net Assets
2.5B
JVMRX
Price
$29.59
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.74B
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CVERX vs JVMRX

Header iconCVERX vs JVMRX Comparison
Open Charts CVERX vs JVMRXBanner chart's image
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 R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
CVERX vs JVMRX Comparison Chart in %
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CVERX vs. JVMRX 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 JVMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. CVERX (2.5B). CVERX (0.84) and JVMRX (0.84) have matching dividends . CVERX was incepted earlier than JVMRX: CVERX (13 years) vs JVMRX (14 years). CVERX (0.80) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. CVERX (10.00). CVERX has a lower initial minimum investment than JVMRX: CVERX (0) vs JVMRX (1000000). CVERX annual gain was more profitable for investors over the last year : -0.67 vs. JVMRX (-4.79). CVERX return over 5 years is better than : 54.57 vs. JVMRX (47.93).
CVERXJVMRXCVERX / JVMRX
Total Expense Ratio0.800.74108%
Annual Report Gross Expense Ratio0.800.75107%
Fund Existence13 years14 years-
Gain YTD7.6129.83777%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B23.7B11%
Annual Yield % from dividends0.840.84100%
Returns for 1 year-0.67-4.7914%
Returns for 3 years32.8925.62128%
Returns for 5 years54.5747.93114%
Returns for 10 years1.9852.404%
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