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BERCX vs JVMCX
BERCX vs JVMCX Comparison
Open Charts BERCX vs JVMCX
Carillon Chartwell Mid Cap Value I
Price$17.34
Change+$0.23 (+1.34%)
VolumeN/A
Net Assets23.37M
JHancock Disciplined Value Mid Cap C
Price$26.45
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets23.09B
BERCX vs JVMCX Comparison Chart
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BERCX vs. JVMCX 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. BERCX (23.4M). BERCX pays higher dividends than JVMCX: BERCX (0.70) vs JVMCX (0.01). BERCX was incepted earlier than JVMCX: BERCX (23 years) vs JVMCX (13 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. BERCX (33.00). BERCX (1000) and JVMCX (1000) have matching initial minimum investment requirements. BERCX (2.85) and JVMCX (2.82) have marching annual gain over last year. JVMCX return over 5 years is better than : 25.49 vs. BERCX (17.02).
| BERCX | JVMCX | BERCX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 1.906 | 3.597 | 53% |
| 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 | 0.01 | 4,919% |
| Returns for 1 year | 2.85 | 2.82 | 101% |
| Returns for 3 years | -3.58 | 1.53 | -234% |
| Returns for 5 years | 17.02 | 25.49 | 67% |
| Returns for 10 years | 22.53 | 34.57 | 65% |
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