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BERCX vs JVMCX
BERCX vs JVMCX Comparison
Open Charts BERCX vs JVMCX
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.
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).
| 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 | 0.119 | 1.858 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7M | 21.5B | 0% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | -1.36 | -5.12 | 27% |
| Returns for 3 years | -3.58 | 2.56 | -140% |
| Returns for 5 years | 27.84 | 33.34 | 84% |
| Returns for 10 years | 22.13 | 25.97 | 85% |
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