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BERCX vs JVMAX
BERCX vs JVMAX Comparison
Open Charts BERCX vs JVMAX
Carillon Chartwell Mid Cap Value I
Price$16.96
Change+$0.18 (+1.07%)
VolumeN/A
Net Assets22.53M
JHancock Disciplined Value Mid Cap A
Price$25.55
Change-$0.41 (-1.58%)
VolumeN/A
Net Assets22.5B
BERCX vs JVMAX Comparison Chart
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BERCX vs. JVMAX commentary
Mar 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. BERCX (22.5M). 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 : -1.57 vs. JVMAX (-3.44). JVMAX return over 5 years is better than : 40.78 vs. BERCX (26.77).
| 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 | 1.012 | 2.124 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 22.5B | 0% |
| Annual Yield % from dividends | 0.70 | 0.67 | 105% |
| Returns for 1 year | -1.57 | -3.44 | 46% |
| Returns for 3 years | -2.82 | 3.83 | -74% |
| Returns for 5 years | 26.77 | 40.78 | 66% |
| Returns for 10 years | 18.68 | 32.50 | 57% |
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