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BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$17.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets20.45M
JHancock Disciplined Value Mid Cap I
Price$29.06
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
BERCX vs JVMIX Comparison Chart in %
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BERCX vs. JVMIX commentary
Nov 20, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. BERCX (20.5M). BERCX pays higher dividends than JVMIX: BERCX (0.95) vs JVMIX (0.75). BERCX was incepted earlier than JVMIX: BERCX (24 years) vs JVMIX (28 years). BERCX (1.35) is less costly to investors than JVMIX (0.86). 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 : -7.00 vs. BERCX (-10.27). JVMIX return over 5 years is better than : 31.58 vs. BERCX (27.96).
| BERCX | JVMIX | BERCX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 1.35 | 0.86 | 157% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 3.931 | 7.607 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5M | 23.4B | 0% |
| Annual Yield % from dividends | 0.95 | 0.75 | 127% |
| Returns for 1 year | -10.27 | -7.00 | 147% |
| Returns for 3 years | 4.95 | 12.51 | 40% |
| Returns for 5 years | 27.96 | 31.58 | 89% |
| Returns for 10 years | 39.28 | 44.83 | 88% |
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