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BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
Carillon Chartwell Mid Cap Value I
Price$16.96
Change+$0.18 (+1.07%)
VolumeN/A
Net Assets22.53M
JHancock Disciplined Value Mid Cap R6
Price$27.52
Change+$0.28 (+1.03%)
VolumeN/A
Net Assets22.5B
BERCX vs JVMRX Comparison Chart
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BERCX vs. JVMRX commentary
Mar 02, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. BERCX (22.5M). JVMRX pays higher dividends than BERCX: JVMRX (0.93) vs BERCX (0.70). BERCX was incepted earlier than JVMRX: BERCX (23 years) vs JVMRX (14 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. BERCX (33.00). BERCX has a lower initial minimum investment than JVMRX: BERCX (1000) vs JVMRX (1000000). BERCX annual gain was more profitable for investors over the last year : -2.61 vs. JVMRX (-3.53). JVMRX return over 5 years is better than : 42.79 vs. BERCX (25.42).
| BERCX | JVMRX | BERCX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -0.060 | 1.114 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 22.5B | 0% |
| Annual Yield % from dividends | 0.70 | 0.93 | 75% |
| Returns for 1 year | -2.61 | -3.53 | 74% |
| Returns for 3 years | -3.85 | 4.54 | -85% |
| Returns for 5 years | 25.42 | 42.79 | 59% |
| Returns for 10 years | 17.42 | 37.20 | 47% |
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