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CVERX vs JVMTX
CVERX vs JVMTX Comparison
Open Charts CVERX vs JVMTX
Columbia Select Mid Cap Value Instl 2
Price$15.61
Change+$0.21 (+1.36%)
VolumeN/A
Net Assets2.52B
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
CVERX vs JVMTX Comparison Chart in %
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CVERX vs. JVMTX commentary
Sep 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. CVERX (2.52B). CVERX pays higher dividends than JVMTX: CVERX (0.90) vs JVMTX (0.62). CVERX was incepted earlier than JVMTX: CVERX (13 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than CVERX (0.80). JVMTX is a more actively managed with annual turnover of: 49.00 vs. CVERX (10.00). CVERX (0) and JVMTX (0) have matching initial minimum investment requirements. CVERX annual gain was more profitable for investors over the last year : 1.26 vs. JVMTX (-1.02). CVERX return over 5 years is better than : 68.77 vs. JVMTX (61.22).
| CVERX | JVMTX | CVERX / JVMTX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.10 | 73% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 8.726 | 11.631 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 24.2B | 10% |
| Annual Yield % from dividends | 0.90 | 0.62 | 145% |
| Returns for 1 year | 1.26 | -1.02 | -123% |
| Returns for 3 years | 41.21 | 34.61 | 119% |
| Returns for 5 years | 68.77 | 61.22 | 112% |
| Returns for 10 years | 9.93 | 63.56 | 16% |
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