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BERCX vs JVMAX
BERCX vs JVMAX Comparison
Open Charts BERCX vs JVMAX
Carillon Chartwell Mid Cap Value I
Price$18.76
Change-$0.57 (-2.95%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
BERCX vs JVMAX Comparison Chart
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BERCX vs. JVMAX commentary
Dec 19, 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 StrongSell and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. BERCX (24.7M). BERCX (0.70) and JVMAX (0.67) have matching dividends . BERCX was incepted earlier than JVMAX: BERCX (23 years) vs JVMAX (28 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. BERCX annual gain was more profitable for investors over the last year : 11.80 vs. JVMAX (10.66). JVMAX return over 5 years is better than : 39.81 vs. BERCX (27.58).
| BERCX | JVMAX | BERCX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 13.107 | 12.851 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7M | 23.4B | 0% |
| Annual Yield % from dividends | 0.70 | 0.67 | 105% |
| Returns for 1 year | 11.80 | 10.66 | 111% |
| Returns for 3 years | 8.05 | 16.69 | 48% |
| Returns for 5 years | 27.58 | 39.81 | 69% |
| Returns for 10 years | 21.51 | 55.64 | 39% |
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