BERCX
Price
$16.83
Change
+$0.02 (+0.12%)
Updated
Jun 5 closing price
Net Assets
20.66M
JVMCX
Price
$25.78
Change
+$0.01 (+0.04%)
Updated
Jun 5 closing price
Net Assets
21.45B
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BERCX vs JVMCX

Header iconBERCX vs JVMCX Comparison
Open Charts BERCX vs JVMCXBanner chart's image
Carillon Chartwell Mid Cap Value I
Price$16.83
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets20.66M
JHancock Disciplined Value Mid Cap C
Price$25.78
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
BERCX vs JVMCX Comparison Chart
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BERCX vs. JVMCX commentary
Jun 07, 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 StrongBuy and JVMCX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. BERCX (20.7M). BERCX pays higher dividends than JVMCX: BERCX (1.00) vs JVMCX (0.00). BERCX was incepted earlier than JVMCX: BERCX (23 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than BERCX (1.35). BERCX is a more actively managed with annual turnover of: 51.00 vs. JVMCX (47.00). BERCX (1000) and JVMCX (1000) have matching initial minimum investment requirements. BERCX annual gain was more profitable for investors over the last year : -1.36 vs. JVMCX (-5.12). JVMCX return over 5 years is better than : 33.34 vs. BERCX (27.84).
BERCXJVMCXBERCX / JVMCX
Total Expense Ratio0.901.8748%
Annual Report Gross Expense Ratio1.351.8872%
Fund Existence23 years14 years-
Gain YTD0.1191.8586%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets20.7M21.5B0%
Annual Yield % from dividends1.000.00-
Returns for 1 year-1.36-5.1227%
Returns for 3 years-3.582.56-140%
Returns for 5 years27.8433.3484%
Returns for 10 years22.1325.9785%
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