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BERCX vs JVMAX
BERCX vs JVMAX Comparison
Open Charts BERCX vs JVMAX
Carillon Chartwell Mid Cap Value I
Price$17.34
Change+$0.23 (+1.34%)
VolumeN/A
Net Assets23.37M
JHancock Disciplined Value Mid Cap A
Price$26.59
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets23.09B
BERCX vs JVMAX Comparison Chart
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BERCX vs. JVMAX commentary
Jan 31, 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: 23.1B vs. BERCX (23.4M). 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. JVMAX annual gain was more profitable for investors over the last year : 3.68 vs. BERCX (2.85). JVMAX return over 5 years is better than : 28.55 vs. BERCX (17.02).
| 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 | 1.906 | 3.659 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4M | 23.1B | 0% |
| Annual Yield % from dividends | 0.70 | 0.67 | 105% |
| Returns for 1 year | 2.85 | 3.68 | 77% |
| Returns for 3 years | -3.58 | 3.11 | -115% |
| Returns for 5 years | 17.02 | 28.55 | 60% |
| Returns for 10 years | 22.53 | 41.55 | 54% |
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