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BERCX vs JVMAX
BERCX vs JVMAX Comparison
Open Charts BERCX vs JVMAX
Carillon Chartwell Mid Cap Value I
Price$18.23
Change-$0.21 (-1.14%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$27.64
Change-$0.39 (-1.39%)
VolumeN/A
CapitalizationN/A
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BERCX vs JVMAX Comparison Chart
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BERCX vs. JVMAX commentary
Sep 08, 2024
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 BERCX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.3B vs. BERCX (25.2M). BERCX (0.70) and JVMAX (0.67) have matching dividends . BERCX was incepted earlier than JVMAX: BERCX (22 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. BERCX (33.00). BERCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 13.04 vs. BERCX (11.72). JVMAX return over 5 years is better than : 39.97 vs. BERCX (27.49).
| BERCX | JVMAX | BERCX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 7.899 | 7.849 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.2M | 22.3B | 0% |
| Annual Yield % from dividends | 0.70 | 0.67 | 105% |
| Returns for 1 year | 11.72 | 13.04 | 90% |
| Returns for 3 years | 8.21 | 5.09 | 161% |
| Returns for 5 years | 27.49 | 39.97 | 69% |
| Returns for 10 years | 10.66 | 50.17 | 21% |
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