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CVERX vs JVMSX
CVERX vs JVMSX Comparison
Open Charts CVERX vs JVMSX
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 R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
CVERX vs JVMSX Comparison Chart in %
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CVERX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. CVERX (2.58B). CVERX pays higher dividends than JVMSX: CVERX (0.90) vs JVMSX (0.40). CVERX was incepted earlier than JVMSX: CVERX (13 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than CVERX (0.80). JVMSX is a more actively managed with annual turnover of: 49.00 vs. CVERX (10.00). CVERX (0) and JVMSX (0) have matching initial minimum investment requirements. CVERX annual gain was more profitable for investors over the last year : 4.62 vs. JVMSX (2.46). CVERX return over 5 years is better than : 61.68 vs. JVMSX (52.77).
| CVERX | JVMSX | CVERX / JVMSX | |
| Total Expense Ratio | 0.80 | 1.24 | 65% |
| Annual Report Gross Expense Ratio | 0.80 | 1.25 | 64% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 8.145 | 11.712 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 24.3B | 11% |
| Annual Yield % from dividends | 0.90 | 0.40 | 224% |
| Returns for 1 year | 4.62 | 2.46 | 188% |
| Returns for 3 years | 29.23 | 23.90 | 122% |
| Returns for 5 years | 61.68 | 52.77 | 117% |
| Returns for 10 years | 3.84 | 54.59 | 7% |
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