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CVERX vs JVMRX
CVERX vs JVMRX Comparison
Open Charts CVERX vs JVMRX
Columbia Select Mid Cap Value Instl 2
Price$15.61
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.59B
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
CVERX vs JVMRX Comparison Chart in %
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CVERX vs. JVMRX commentary
Dec 28, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. CVERX (2.59B). JVMRX (0.83) and CVERX (0.82) 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 : 7.39 vs. JVMRX (2.35). CVERX return over 5 years is better than : 36.57 vs. JVMRX (24.33).
| CVERX | JVMRX | CVERX / JVMRX | |
| Total Expense Ratio | 0.80 | 0.74 | 108% |
| Annual Report Gross Expense Ratio | 0.80 | 0.75 | 107% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 8.726 | 3.563 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.59B | 23.9B | 11% |
| Annual Yield % from dividends | 0.82 | 0.83 | 99% |
| Returns for 1 year | 7.39 | 2.35 | 315% |
| Returns for 3 years | 28.50 | 16.55 | 172% |
| Returns for 5 years | 36.57 | 24.33 | 150% |
| Returns for 10 years | 15.43 | 51.02 | 30% |
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