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BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$17.32
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets21.08M
JHancock Disciplined Value Mid Cap I
Price$28.44
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets22B
BERCX vs JVMIX Comparison Chart in %
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BERCX vs. JVMIX commentary
Jun 29, 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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22B vs. BERCX (21.1M). BERCX pays higher dividends than JVMIX: BERCX (1.00) vs JVMIX (0.80). BERCX was incepted earlier than JVMIX: BERCX (23 years) vs JVMIX (28 years). BERCX (1.35) is less costly to investors than JVMIX (0.88). 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). BERCX annual gain was more profitable for investors over the last year : 2.77 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 63.95 vs. BERCX (47.71).
| BERCX | JVMIX | BERCX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.87 | 103% |
| Annual Report Gross Expense Ratio | 1.35 | 0.88 | 153% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 3.157 | 5.529 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 22B | 0% |
| Annual Yield % from dividends | 1.00 | 0.80 | 124% |
| Returns for 1 year | 2.77 | 0.76 | 366% |
| Returns for 3 years | 7.96 | 19.84 | 40% |
| Returns for 5 years | 47.71 | 63.95 | 75% |
| Returns for 10 years | 30.49 | 44.80 | 68% |
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