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BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$15.07
Change-$0.56 (-3.58%)
VolumeN/A
Net Assets19.78M
JHancock Disciplined Value Mid Cap I
Price$24.36
Change-$0.83 (-3.29%)
VolumeN/A
Net Assets19.9B
BERCX vs JVMIX Comparison Chart
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BERCX vs. JVMIX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.9B vs. BERCX (19.8M). BERCX pays higher dividends than JVMIX: BERCX (1.01) vs JVMIX (0.83). BERCX was incepted earlier than JVMIX: BERCX (23 years) vs JVMIX (28 years). BERCX (1.49) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 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 : -10.37 vs. JVMIX (-12.42). JVMIX return over 5 years is better than : 49.86 vs. BERCX (36.07).
| BERCX | JVMIX | BERCX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.87 | 103% |
| Annual Report Gross Expense Ratio | 1.49 | 0.88 | 169% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -6.909 | -6.531 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8M | 19.9B | 0% |
| Annual Yield % from dividends | 1.01 | 0.83 | 121% |
| Returns for 1 year | -10.37 | -12.42 | 83% |
| Returns for 3 years | -13.76 | -5.09 | 270% |
| Returns for 5 years | 36.07 | 49.86 | 72% |
| Returns for 10 years | 11.28 | 25.68 | 44% |
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