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BERCX vs JVMAX
BERCX vs JVMAX Comparison
Open Charts BERCX vs JVMAX
Carillon Chartwell Mid Cap Value I
Price$19.72
Change-$0.14 (-0.70%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.94
Change-$0.29 (-0.96%)
VolumeN/A
CapitalizationN/A
BERCX vs JVMAX Comparison Chart
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BERCX vs. JVMAX commentary
Nov 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. BERCX (26M). BERCX (0.70) and JVMAX (0.67) have matching dividends . BERCX was incepted earlier than JVMAX: BERCX (23 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. BERCX annual gain was more profitable for investors over the last year : 24.98 vs. JVMAX (22.79). JVMAX return over 5 years is better than : 45.18 vs. BERCX (33.35).
| BERCX | JVMAX | BERCX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 16.208 | 16.314 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 24.3B | 0% |
| Annual Yield % from dividends | 0.70 | 0.67 | 105% |
| Returns for 1 year | 24.98 | 22.79 | 110% |
| Returns for 3 years | 11.74 | 8.16 | 144% |
| Returns for 5 years | 33.35 | 45.18 | 74% |
| Returns for 10 years | 24.06 | 60.79 | 40% |
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