BERCX
Price
$17.46
Change
-$0.17 (-0.96%)
Updated
Sep 25 closing price
Net Assets
20.88M
JVMIX
Price
$29.80
Change
-$0.25 (-0.83%)
Updated
Sep 25 closing price
Net Assets
24.2B
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BERCX vs JVMIX

Header iconBERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIXBanner chart's image
Carillon Chartwell Mid Cap Value I
Price$17.46
Change-$0.17 (-0.96%)
VolumeN/A
Net Assets20.88M
JHancock Disciplined Value Mid Cap I
Price$29.80
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
BERCX vs JVMIX Comparison Chart in %
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BERCX vs. JVMIX commentary
Sep 26, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. BERCX (20.9M). BERCX pays higher dividends than JVMIX: BERCX (0.93) vs JVMIX (0.74). BERCX was incepted earlier than JVMIX: BERCX (23 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 : -0.20 vs. BERCX (-4.79). JVMIX return over 5 years is better than : 61.66 vs. BERCX (46.42).
BERCXJVMIXBERCX / JVMIX
Total Expense Ratio0.900.85106%
Annual Report Gross Expense Ratio1.350.86157%
Fund Existence23 years28 years-
Gain YTD5.00311.50343%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets20.9M24.2B0%
Annual Yield % from dividends0.930.74125%
Returns for 1 year-4.79-0.202,355%
Returns for 3 years16.4634.4248%
Returns for 5 years46.4261.6675%
Returns for 10 years51.3765.1379%
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