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BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$17.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.62M
JHancock Disciplined Value Mid Cap I
Price$29.17
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.64B
BERCX vs JVMIX Comparison Chart in %
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BERCX vs. JVMIX commentary
Jul 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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. BERCX (21.6M). BERCX pays higher dividends than JVMIX: BERCX (0.96) vs JVMIX (0.78). 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). JVMIX annual gain was more profitable for investors over the last year : -0.30 vs. BERCX (-1.08). JVMIX return over 5 years is better than : 57.34 vs. BERCX (44.09).
| 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 | 5.301 | 8.237 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 22.6B | 0% |
| Annual Yield % from dividends | 0.96 | 0.78 | 124% |
| Returns for 1 year | -1.08 | -0.30 | 359% |
| Returns for 3 years | 9.28 | 20.76 | 45% |
| Returns for 5 years | 44.09 | 57.34 | 77% |
| Returns for 10 years | 37.05 | 47.15 | 79% |
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