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BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
Carillon Chartwell Mid Cap Value I
Price$18.23
Change-$0.21 (-1.14%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change-$0.40 (-1.35%)
VolumeN/A
CapitalizationN/A
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BERCX vs JVMRX Comparison Chart
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BERCX vs. JVMRX commentary
Sep 08, 2024
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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.3B vs. BERCX (25.2M). JVMRX pays higher dividends than BERCX: JVMRX (0.93) vs BERCX (0.70). BERCX was incepted earlier than JVMRX: BERCX (22 years) vs JVMRX (13 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). JVMRX annual gain was more profitable for investors over the last year : 13.59 vs. BERCX (11.72). JVMRX return over 5 years is better than : 42.69 vs. BERCX (27.49).
| BERCX | JVMRX | BERCX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 7.899 | 8.114 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.2M | 22.3B | 0% |
| Annual Yield % from dividends | 0.70 | 0.93 | 75% |
| Returns for 1 year | 11.72 | 13.59 | 86% |
| Returns for 3 years | 8.21 | 6.53 | 126% |
| Returns for 5 years | 27.49 | 42.69 | 64% |
| Returns for 10 years | 10.66 | 56.21 | 19% |
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