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BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$16.46
Change-$0.45 (-2.66%)
VolumeN/A
Net Assets21.01M
JHancock Disciplined Value Mid Cap I
Price$27.29
Change-$0.60 (-2.15%)
VolumeN/A
Net Assets21.79B
BERCX vs JVMIX Comparison Chart
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BERCX vs. JVMIX commentary
May 23, 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: 21.8B vs. BERCX (21M). BERCX pays higher dividends than JVMIX: BERCX (1.04) vs JVMIX (0.85). 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 is a more actively managed with annual turnover of: 51.00 vs. JVMIX (47.00). BERCX has a lower initial minimum investment than JVMIX: BERCX (1000) vs JVMIX (250000). BERCX annual gain was more profitable for investors over the last year : -3.63 vs. JVMIX (-4.22). JVMIX return over 5 years is better than : 62.06 vs. BERCX (47.21).
| 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 | 0.715 | 3.488 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 21.8B | 0% |
| Annual Yield % from dividends | 1.04 | 0.85 | 122% |
| Returns for 1 year | -3.63 | -4.22 | 86% |
| Returns for 3 years | 2.67 | 13.03 | 20% |
| Returns for 5 years | 47.21 | 62.06 | 76% |
| Returns for 10 years | 18.78 | 36.87 | 51% |
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