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BERCX vs JVMCX
BERCX vs JVMCX Comparison
Open Charts BERCX vs JVMCX
Carillon Chartwell Mid Cap Value I
Price$17.96
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets21.24M
JHancock Disciplined Value Mid Cap C
Price$28.13
Change+$0.41 (+1.48%)
VolumeN/A
Net Assets24.3B
BERCX vs JVMCX Comparison Chart in %
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BERCX vs. JVMCX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. BERCX (21.2M). BERCX pays higher dividends than JVMCX: BERCX (0.93) vs JVMCX (0.00). BERCX was incepted earlier than JVMCX: BERCX (23 years) vs JVMCX (14 years). JVMCX (1.86) 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 : 1.15 vs. BERCX (-1.97). JVMCX return over 5 years is better than : 47.92 vs. BERCX (43.31).
| BERCX | JVMCX | BERCX / JVMCX | |
| Total Expense Ratio | 0.90 | 1.85 | 49% |
| Annual Report Gross Expense Ratio | 1.35 | 1.86 | 73% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 6.611 | 11.186 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 24.3B | 0% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | -1.97 | 1.15 | -171% |
| Returns for 3 years | 11.44 | 21.16 | 54% |
| Returns for 5 years | 43.31 | 47.92 | 90% |
| Returns for 10 years | 44.34 | 44.95 | 99% |
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