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BERCX vs JVMAX
BERCX vs JVMAX Comparison
Open Charts BERCX vs JVMAX
Carillon Chartwell Mid Cap Value I
Price$15.29
Change+$0.22 (+1.46%)
VolumeN/A
Net Assets19.33M
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.53B
BERCX vs JVMAX Comparison Chart
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BERCX vs. JVMAX commentary
Apr 14, 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 BERCX is a Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.5B vs. BERCX (19.3M). BERCX pays higher dividends than JVMAX: BERCX (1.01) vs JVMAX (0.61). BERCX was incepted earlier than JVMAX: BERCX (23 years) vs JVMAX (28 years). BERCX (1.49) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 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 : -12.27 vs. JVMAX (-14.50). JVMAX return over 5 years is better than : 44.00 vs. BERCX (33.11).
| BERCX | JVMAX | BERCX / JVMAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 1.49 | 1.13 | 132% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -8.934 | -8.301 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.3M | 19.5B | 0% |
| Annual Yield % from dividends | 1.01 | 0.61 | 164% |
| Returns for 1 year | -12.27 | -14.50 | 85% |
| Returns for 3 years | -15.73 | -8.15 | 193% |
| Returns for 5 years | 33.11 | 44.00 | 75% |
| Returns for 10 years | 8.02 | 18.74 | 43% |
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