BERCX
Price
$17.32
Change
+$0.04 (+0.23%)
Updated
Jun 27 closing price
Net Assets
21.08M
JVMCX
Price
$26.57
Change
+$0.09 (+0.34%)
Updated
Jun 27 closing price
Net Assets
22B
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BERCX vs JVMCX

Header iconBERCX vs JVMCX Comparison
Open Charts BERCX vs JVMCXBanner chart's image
Carillon Chartwell Mid Cap Value I
Price$17.32
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets21.08M
JHancock Disciplined Value Mid Cap C
Price$26.57
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets22B
BERCX vs JVMCX Comparison Chart in %
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BERCX vs. JVMCX commentary
Jun 29, 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.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22B vs. BERCX (21.1M). 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 (51.00) and JVMCX (49.00) have comparable annual turnover. BERCX (1000) and JVMCX (1000) have matching initial minimum investment requirements. BERCX annual gain was more profitable for investors over the last year : 2.77 vs. JVMCX (-0.90). JVMCX return over 5 years is better than : 56.59 vs. BERCX (47.71).
BERCXJVMCXBERCX / JVMCX
Total Expense Ratio0.901.8748%
Annual Report Gross Expense Ratio1.351.8872%
Fund Existence23 years14 years-
Gain YTD3.1575.02063%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets21.1M22B0%
Annual Yield % from dividends1.000.00-
Returns for 1 year2.77-0.90-309%
Returns for 3 years7.9616.2549%
Returns for 5 years47.7156.5984%
Returns for 10 years30.4932.4194%
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