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BERCX vs JVMCX
BERCX vs JVMCX Comparison
Open Charts BERCX vs JVMCX
Carillon Chartwell Mid Cap Value I
Price$18.02
Change+$0.36 (+2.04%)
VolumeN/A
Net Assets21.53M
JHancock Disciplined Value Mid Cap C
Price$27.87
Change+$0.42 (+1.53%)
VolumeN/A
Net Assets23.61B
BERCX vs JVMCX Comparison Chart in %
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BERCX vs. JVMCX commentary
Aug 15, 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 Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. BERCX (21.5M). BERCX pays higher dividends than JVMCX: BERCX (0.95) 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 (51.00) and JVMCX (49.00) have comparable annual turnover. BERCX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : 0.92 vs. BERCX (0.76). JVMCX (43.59) and BERCX (41.78) have equivalent 5 years return.
| BERCX | JVMCX | BERCX / JVMCX | |
| Total Expense Ratio | 0.90 | 1.87 | 48% |
| Annual Report Gross Expense Ratio | 1.35 | 1.88 | 72% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 7.326 | 8.498 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 23.6B | 0% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 0.76 | 0.92 | 83% |
| Returns for 3 years | 3.89 | 9.12 | 43% |
| Returns for 5 years | 41.78 | 43.59 | 96% |
| Returns for 10 years | 39.09 | 33.47 | 117% |
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