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BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$17.96
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets21.24M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
BERCX vs JVMIX Comparison Chart in %
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BERCX vs. JVMIX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. BERCX (21.2M). 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 : 2.87 vs. BERCX (-1.97). JVMIX return over 5 years is better than : 54.81 vs. BERCX (43.31).
| 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 | 6.611 | 11.948 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 24.3B | 0% |
| Annual Yield % from dividends | 0.93 | 0.74 | 125% |
| Returns for 1 year | -1.97 | 2.87 | -69% |
| Returns for 3 years | 11.44 | 24.90 | 46% |
| Returns for 5 years | 43.31 | 54.81 | 79% |
| Returns for 10 years | 44.34 | 58.55 | 76% |
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