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BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$16.96
Change+$0.18 (+1.07%)
VolumeN/A
Net Assets22.53M
JHancock Disciplined Value Mid Cap I
Price$27.10
Change-$0.43 (-1.56%)
VolumeN/A
Net Assets22.5B
BERCX vs JVMIX Comparison Chart
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BERCX vs. JVMIX commentary
Mar 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. BERCX (22.5M). JVMIX pays higher dividends than BERCX: JVMIX (0.84) vs BERCX (0.70). BERCX was incepted earlier than JVMIX: BERCX (23 years) vs JVMIX (28 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. BERCX (33.00). 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 : -1.57 vs. JVMIX (-2.61). JVMIX return over 5 years is better than : 43.79 vs. BERCX (26.77).
| BERCX | JVMIX | BERCX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 1.012 | 2.152 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 22.5B | 0% |
| Annual Yield % from dividends | 0.70 | 0.84 | 83% |
| Returns for 1 year | -1.57 | -2.61 | 60% |
| Returns for 3 years | -2.82 | 5.40 | -52% |
| Returns for 5 years | 26.77 | 43.79 | 61% |
| Returns for 10 years | 18.68 | 37.82 | 49% |
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