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BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$18.02
Change+$0.36 (+2.04%)
VolumeN/A
Net Assets21.53M
JHancock Disciplined Value Mid Cap I
Price$29.86
Change+$0.45 (+1.53%)
VolumeN/A
Net Assets23.61B
BERCX vs JVMIX Comparison Chart in %
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BERCX vs. JVMIX commentary
Aug 15, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. BERCX (21.5M). BERCX pays higher dividends than JVMIX: BERCX (0.95) vs JVMIX (0.76). BERCX was incepted earlier than JVMIX: BERCX (23 years) vs JVMIX (28 years). BERCX (1.35) is less costly to investors than JVMIX (0.88). BERCX (51.00) and JVMIX (49.00) have comparable annual turnover. BERCX has a lower initial minimum investment than JVMIX: BERCX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.61 vs. BERCX (0.76). JVMIX return over 5 years is better than : 50.31 vs. BERCX (41.78).
| BERCX | JVMIX | BERCX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.87 | 103% |
| Annual Report Gross Expense Ratio | 1.35 | 0.88 | 153% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 7.326 | 9.128 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 23.6B | 0% |
| Annual Yield % from dividends | 0.95 | 0.76 | 125% |
| Returns for 1 year | 0.76 | 2.61 | 29% |
| Returns for 3 years | 3.89 | 12.47 | 31% |
| Returns for 5 years | 41.78 | 50.31 | 83% |
| Returns for 10 years | 39.09 | 45.97 | 85% |
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