Ad is loading...
BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$17.34
Change+$0.23 (+1.34%)
VolumeN/A
Net Assets23.37M
JHancock Disciplined Value Mid Cap I
Price$28.20
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets23.09B
BERCX vs JVMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BERCX vs. JVMIX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. BERCX (23.4M). 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). JVMIX annual gain was more profitable for investors over the last year : 4.53 vs. BERCX (2.85). JVMIX return over 5 years is better than : 31.31 vs. BERCX (17.02).
| 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 | 1.906 | 3.673 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4M | 23.1B | 0% |
| Annual Yield % from dividends | 0.70 | 0.84 | 83% |
| Returns for 1 year | 2.85 | 4.53 | 63% |
| Returns for 3 years | -3.58 | 4.68 | -76% |
| Returns for 5 years | 17.02 | 31.31 | 54% |
| Returns for 10 years | 22.53 | 47.20 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| XVG.X | 0.008726 | 0.000537 | +6.56% |
| Verge cryptocurrency | |||
| BCH.X | 434.873320 | 19.947480 | +4.81% |
| Bitcoin Cash cryptocurrency | |||
| LEVER.X | 0.001700 | 0.000054 | +3.30% |
| LeverFi cryptocurrency | |||
| TFUEL.X | 0.060163 | 0.001692 | +2.89% |
| Theta Fuel cryptocurrency | |||
| CITY.X | 1.549948 | 0.036028 | +2.38% |
| Manchester City Fan Token cryptocurrency | |||