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CVERX vs MVCAX
CVERX vs MVCAX Comparison
Open Charts CVERX vs MVCAX
Columbia Select Mid Cap Value Instl 2
Price$15.45
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets2.5B
CVERX vs MVCAX Comparison Chart in %
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CVERX vs. MVCAX 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. CVERX (2.5B). MVCAX (0.84) and CVERX (0.84) have matching dividends . CVERX was incepted earlier than MVCAX: CVERX (13 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than CVERX (0.80). MVCAX is a more actively managed with annual turnover of: 27.00 vs. CVERX (10.00). CVERX has a lower initial minimum investment than MVCAX: CVERX (0) vs MVCAX (1000). CVERX annual gain was more profitable for investors over the last year : -0.67 vs. MVCAX (-9.14). CVERX return over 5 years is better than : 54.57 vs. MVCAX (44.40).
| CVERX | MVCAX | CVERX / MVCAX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.00 | 80% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 7.612 | 3.585 | 212% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 16.9B | 15% |
| Annual Yield % from dividends | 0.84 | 0.84 | 100% |
| Returns for 1 year | -0.67 | -9.14 | 7% |
| Returns for 3 years | 32.89 | 20.07 | 164% |
| Returns for 5 years | 54.57 | 44.40 | 123% |
| Returns for 10 years | 1.98 | 70.98 | 3% |
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