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BERCX vs JVMCX
BERCX vs JVMCX Comparison
Open Charts BERCX vs JVMCX
Carillon Chartwell Mid Cap Value I
Price$15.07
Change-$0.56 (-3.58%)
VolumeN/A
Net Assets19.78M
JHancock Disciplined Value Mid Cap C
Price$22.81
Change-$0.77 (-3.27%)
VolumeN/A
Net Assets19.9B
BERCX vs JVMCX Comparison Chart
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BERCX vs. JVMCX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 19.9B vs. BERCX (19.8M). BERCX pays higher dividends than JVMCX: BERCX (1.01) 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 (1.49). JVMCX is a more actively managed with annual turnover of: 47.00 vs. BERCX (33.00). BERCX (1000) and JVMCX (1000) have matching initial minimum investment requirements. BERCX annual gain was more profitable for investors over the last year : -10.37 vs. JVMCX (-13.88). JVMCX return over 5 years is better than : 43.19 vs. BERCX (36.07).
| BERCX | JVMCX | BERCX / JVMCX | |
| Total Expense Ratio | 0.90 | 1.87 | 48% |
| Annual Report Gross Expense Ratio | 1.49 | 1.88 | 79% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -6.909 | -6.798 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8M | 19.9B | 0% |
| Annual Yield % from dividends | 1.01 | 0.00 | - |
| Returns for 1 year | -10.37 | -13.88 | 75% |
| Returns for 3 years | -13.76 | -7.95 | 173% |
| Returns for 5 years | 36.07 | 43.19 | 84% |
| Returns for 10 years | 11.28 | 14.93 | 76% |
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