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BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$17.85
Change+$0.24 (+1.36%)
VolumeN/A
Net Assets20.76M
JHancock Disciplined Value Mid Cap I
Price$29.90
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
BERCX vs JVMIX Comparison Chart in %
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BERCX vs. JVMIX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. BERCX (20.8M). BERCX pays higher dividends than JVMIX: BERCX (0.94) 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 : -4.90 vs. BERCX (-8.00). JVMIX return over 5 years is better than : 48.80 vs. BERCX (37.32).
| BERCX | JVMIX | BERCX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 1.35 | 0.86 | 157% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 4.884 | 9.759 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8M | 23.9B | 0% |
| Annual Yield % from dividends | 0.94 | 0.74 | 127% |
| Returns for 1 year | -8.00 | -4.90 | 163% |
| Returns for 3 years | 12.08 | 25.53 | 47% |
| Returns for 5 years | 37.32 | 48.80 | 76% |
| Returns for 10 years | 38.26 | 50.46 | 76% |
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